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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.
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In one line: Depressed, but the second derivative is turning.
In one line: Depressed, but the second derivative is turning.
In one line: Outperforming the EZ and defying the slump in the surveys.
The erratic Caixin PMI is more optimistic than the official gauge
China's erratic Caixin PMI rises
Korean exports are weaker than the headline figure
Japanese manufacturing falters
Only a small respite for ASEAN manufacturing in November
The mean-reversion in Indian’s manufacturing PMI remains largely intact
Adverse food price base effects in Indonesia will now unwind
The leap in the Chicago PMI likely is noise, not signal' a modest recovery in home sales lies ahead.
Core inflation is falling; spending is softening.
In one line: ECB hawks are about to eat humble pie.
In one line: ECB hawks are about to eat humble pie.
In one line: German unemployment is rising, but employment growth is resilient.
In one line: Downside risks to EZ inflation data.
China's manufacturing PMI is hit by falling demand
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