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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: German industry likely had a great Q1, but what awaits in Q2?
China's foreign reserves excluding valuation effects fell
Japan's real wage decline hurts consumption
Healthcare driving payroll growth again; ongoing support will offset some tariff damage.
Healthcare driving payroll growth again; ongoing support will offset some tariff damage.
Car registrations will continue to rise despite ‘Liberation Day’ autos tariffs.
In one line: Up despite being held back by German weakness.
In one line: Solid but unlikely to last.
In one line: Not enough to salvage Q1, but the 3m/3m trend is turning up.
In one line: Growth and the surveys were picking up, before Mr. Trump’s tariff hammer.
A brief spell of policy-induced deflation is around the corner in Thailand
Very soft, but March should be the low for Philippine inflation this year
In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.
In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.
China likely to step up fiscal and monetary policy support, allow weaker RMB, in response to hefty US tariff hike;
Caixin services activity rises
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