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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.
Please use the filters on the right to search for a specific date or topic.
In one line: Construction boost to growth in Q4 unlikely to repeat in Q1.
PBoC waiting for the trade war to heat up
Waiting for more disinflation progress to ease again.
The underlying trend in residential construction is flat and likely to turn lower.
China's residential price decline steady in holiday season
Japan's real export growth less impressive than headline
Encouraging, but far from definitive.
In one line: Up sharply, consistent with a better outlook for the EZ economy.
In one line: Revisions in healthcare lifts CPI inflation from initial estimate.
In one line: Still no signs of much tariff front running by US firms.
Thailand’s 2-speed economy ends 2024 on a somber note
A very unwelcome January leap in Indonesia’s trade surplus
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence