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Below is a list of our Publications for the last 5 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: Export growth is in for a weaker H2.
Early US trade deals in July help ASEAN manufacturing find its feet, for now
Indonesian export growth is in for a weaker H2
Discount the base effects lifting Indonesian food inflation; the headline should now stabilise
In one line: China’s manufacturing sector rocked by trade uncertainty
Caixin PMI reports falling export orders
Korean exports hold up thanks to front-loading, but domestic demand sags
Core inflation set to climb further as spending barely grows.
In one line: EZ inflation in July was not the dovish slam dunk we were expecting.
In one line: Holding steady at a record low.
In one line: Downtrend in jobless claims won’t last long.
In one line: No change; we still see the EZ HICP at 1.8% y/y.
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