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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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An overdue—and big—m/m correction in Philippine sales to close Q1
We doubt services inflation will reaccelerate sharply.
Front-loading of Vietnamese exports to the US looks to have hit a ceiling
A quiet start to Q2 for retail sales in Vietnam, following a robust Q1
Lots of moving parts, but April saw no change to Vietnamese inflation
Below-target-range inflation in the Philippines looks set to persist until year-end
This bout of Thai deflation should be short and shallow
Caixin services PMI points to business jitters over tariff worries
In one line: Consistent with slower growth in Q2.
In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut.
In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut.
Indonesia’s electricity discounts are now well and truly a thing of the past
Headline index steady in April; but a lot of pain lies ahead.
Trade and inventories data leave a negative Q1 GDP print looking far more likely.
BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year
BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year
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