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: 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
In one line: The recovery is still on, just.
In one line: The recovery is still on, just.
In one line: Pulled lower by a widening primary income deficit.
In one line: Did net trade boost GDP in France as it likely did in Germany in Q4?
In one line: Services sentiment pulled up the ESI at the end of 2023; Retail sales were still going nowhere in November.
Too soon to conclude that downward trend is in place.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence