Pantheon Macroeconomics
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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: Decent, and strength likely to continue for now.
In one line: Soaring; Q1 GDP growth on track for an upward revision.
Huge bounce in Philippine imports masks a broad-based Q1 improvement
In one line: Still trending sideways, as they have since November.
In one line: Rise in demand in Germany pulls up headline.
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
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence