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.
- In one line: An unwelcome sharp consolidation of the deficit.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
In one line: Not enough for output to have avoided a fifth straight quarterly decline.
Melanie Debono (Senior Eurozone Economist)Eurozone
In one line: We still think the fall in the headline will resume soon.
Melanie Debono (Senior Eurozone Economist)Eurozone
- Producer price deflation abates, as International energy and materials prices warm up
Duncan WrigleyChina+
- China's dull consumer inflation reflects a gentle demand recovery
Duncan WrigleyChina+
- In one line: Adopting a wait-and-see approach as both upside and downside risks to growth and inflation pick up.
Moorthy Krshnan (Senior Asia Economist)Global
Singaporean manufacturing manages to crawl out of a technical recession in Q3
The MAS adopts wait-and-see, as upside and downside risks to growth and inflation
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- Higher for longer reflects stronger trend growth, but the interest rate cycle has not been abolished…
- …The next substantial move in rates will be to the downside, and it will be faster than the Fed expects.
- Consumers are unhappy, but cheaper gasoline will cheer them up, provided stocks don’t tank.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
- The headline rate of CPI inflation likely remained at 6.7% in September, undershooting the MPC’s forecast by 0.2pp.
- BRC and Eurozone data suggest food and core goods CPI inflation fell further, but services inflation likely rose...
- ...Fees for private schools and nurseries probably increased more in September than a year ago.
Samuel TombsUK
- Swiss elections will be held at the end of this week; polls suggest a slight shift to the right...
- ...The outlook for fiscal policy and, by extension, GDP will be unchanged regardless.
- EZ headline inflation for September may be revised up a touch but it still fell sharply.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- Rapid local-government bond issuance supported China’s credit growth in September.
- Net household loans jumped, largely thanks to reduced existing-mortgage repayments.
- Targeted stimulus is doing enough to stabilise growth, making a switch to mega-stimulus unlikely.
Duncan WrigleyChina+
- Q3 GDP growth in Singapore rose to 0.7% year over- year, from 0.5% in Q2…
- …The manufacturing sector showed signs of a recovery, while service sector growth slowed.
- The MAS will pause as it balances inflationary risks with sluggish economic activity.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- Banxico’s Board has become more cautious about when to start the normalization cycle.
- We still see a small chance of a rate cut in December, but recent global events are a constraint.
- The industrial report highlights that not all is rosy in the Mexican economy; manufacturing is struggling.
Andres Abadia (Senior International Economist)Latin America