Pantheon Publications
Below is a list of our Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.
Please use the filters on the right to search for a specific date or topic.
Banca Central de la Repúublica Argentina
- In one line: Strengthening recovery will allow the MPC to take its time.
Samuel TombsUK
- In one line: Optimism improving as lower borrowing costs start to underpin demand.
Samuel TombsUK
- In one line: Supply chain disruptions threaten to compound the demand-driven downturn in output.
Samuel TombsUK
- In one line: Households won’t stay this cautious for long.
Samuel TombsUK
- In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Downturn in manufacturing output has further to run.
UK
- In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.
Samuel TombsUK
- In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
In one line: Recession fears should be quelled by November’s PMI.
UK
- In one line: Manufacturing output is being hit by retailers running down their inventories.
UK
- In one line: Households remain focussed on repaying debt and replenishing their savings, but we doubt they will become even more cautious ahead.
Samuel TombsUK
- In one line: Milei victory presages radical change in Argentina; but a highly fragmented Congress will be a big hurdle.
Andres Abadia (Senior International Economist)Latin America
- In one line: Labour and raw material costs are starting to fall, as demand undershoots supply.
Samuel TombsUK
In one line: Still pointing to a mild recession, but the survey is probably too downbeat.
Samuel TombsUK
Unit labor costs consistent with the inflation target, if sustained
Ian Shepherdson (Chief Economist, Chairman and Founder)US
- In one line: New forecasts signal no rate cuts in 2024, but the MPC won’t be bound by them.
Samuel TombsUK
- In one line: The destocking process which is weighing on manufacturing output has further to run.
Samuel TombsUK
