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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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Door now wide open for the BSP to resume easing in April
In one line: Another data point in favour of ECB hawks.
Korean manufacturing sentiment dented by sagging US and European orders
Still set for decent spending growth in Q1 overall, but a slowdown looms further ahead.
Manufacturing recovery already showing signs of fading.
In one line: Nasty; is the ECB done this week?
In one line: Nasty; is the ECB done this week?
In one line: Consistent with another 0.5% q/q increase in GDP in Q1; price pressures rising.
A 7-month high for ASEAN’s PMI, but no clear signs of US front-loading, yet
A surprising—though likely temporary—dip into outright deflation in Indonesia
Manufacturing sentiment rebounds, despite the brewing trade war
Caixin PMI shows manufacturing sentiment rebound, despite the brewing trade war
Post-holiday activity rebound, but firms still wary ahead of the Two Sessions and tariff hikes
Construction activity rebound looks mainly seasonal; too soon to say if a real infrastructure push is coming
Outlook still gloomy, after sifting through the holiday data distortions
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