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Below is a list of our Global 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: Banking stress? What banking stress?
In one line: Will Germany just about avoid recession?
In one line: French activity is brushing off strike action.
In one line: Markets believe the ECB is done; we don’t.
In one line: Another 50bp ECB hike in May?
In one line: Manufacturing finally ekes out some growth.
In one line: Lifted by a leap in services; manufacturing rolled over.
In one line: No longer consistent with a recession.
In one line: The pace of the fall in German activity eased again.
In one line: A mixed bag; the PMIs and INSEE disagree on the pace of activity in services.
In one line: A decent finish to 2022, but still consistent with a technical recession.
U.S. - Don’t be Deceived by Strong-Looking Homes Sales and Orders
EUROZONE - Don’t be Fooled by Robust German Q3 GDP Data; Growth is Slowing
U.K. - Sterling’s Rally Has Run its Course; A Renewed Depreciation Looks Likely
CHINA+ -Policy-Supported Sectors Outperform in Broad Profit Decline
EM ASIA - India’s Q3 GDP will have a Lot of Moving Parts; Expect a Let-Down
LATAM - Will the Mexican Economy Continue to Perform Strongly in 2023?
U.S. - The Inflation Debate is Two-Sided, but we’re Sticking to Optimism
EUROZONE - The Swiss Economy Fared Worse than Germany’s in Q3
U.K. - The Cliff-Edge in Energy Price Support Next Year will Aggravate the Recession
CHINA+ - The BoJ will not Flinch at Rising Consumer Prices
EM ASIA - Look Out for a Simultaneous Pivot by BI and the BSP in December
LATAM - Colombia’s Economy Remains Solid, but can Petro Keep Growth Going?
In one line: The downturn is intensifying.
In one line: The downturn is intensifying.
In one line: The downturn is underway, and it could last a while.
In one line: Someone forgot to tell France about the recession.
In one line: Under Pressure.
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