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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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Iran war ’saves’ Thailand from prolonged deflation
Already signs of an inflation squeeze on Philippine sales
Labor demand still trending down, implying March payrolls jump was just a blip.
In one line: SNB to stand pat through 2026 as the economy faces stagflation.
Indonesia’s sturdy Q1 GDP is only skin-deep
ASEAN manufacturing continues to lose steam
Another BSP rate hike now seems likely, however misguided
Singapore's March retail sales doesn't look as good as it does under the surface
Soft sales and high inventory point to price cuts and a drop in housing starts.
In one line: Prices index likely sending a false alarm.
In one line: Tokyo inflation subdued thanks to expanded childcare subsidies;
Korean exports buoyed by robust chip sales
Growth outside of the tech sector already was anemic ahead of the energy shock.
In one line: Growth outside of the tech sector already was anemic ahead of the energy shock.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence