Pantheon Macroeconomics
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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.
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In one line: Is the door now shut on an April cut? Probably.
In one line: Fully reversing January’s increase.
In one line: Still consistent with GDP growth exceeding the MPC’s forecast, and a very gradual slowing in services CPI inflation.
In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April.
In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April.
In one line: Weakness in Germany holds back the recovery.
In one line: Weakness in Germany holds back the recovery.
In one line: Better, but rise in the PMI is at odds with the INSEE data.
In one line: Boosted by a narrower primary income deficit; is the trend in portfolio outflows stalling?
In one line: Sentiment on the up at the turn of the year.
Caixin services PMI pointing to slower growth, while output prices are falling.
Japan’s service sector rosier than thought.
In one line: Not enough for a rate cut in March; but April is still on.
In one line: Not enough for a rate cut in March; but April is still on.
Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence