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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: Looking good for a Q2 rebound in manufacturing.
In one line: Shipments of integrated circuits and computers main drivers of export growth
Crude oil import volume falling
In one line: Strong trade surplus likely offsets valuation drag on China’s FX reserves
In one line: China’s RatingDog composite PMI signals faster Q2 GDP growth; services PMI lifted by holiday demand
In one line: Hong Kong PMI partially recovers on Golden Week tourism demand and construction.
In one line: Korea’s WDA export growth accelerates further on rising chip demand.
In one line: China’s RatingDog PMI reinforces NBS evidence of softer industrial production and export growth in May
In one line: Korea’s manufacturing activity hit a 5 year high on precautionary stock-building
In one line: Holiday services demand lifts China's non-manufacturing activity, while construction activity recovers slightly
In one line: China’s official PMI weighed down by May holiday disruption and payback from March’s overshoot.
In one line: A setback, but not enough to reverse recent strength.
In one line: Early days, but industry looks on track for a solid Q2.
In one line: Regular wage growth rose above 3% for three straight months
Consumption activity rebounded in April
Still no signs of fragility in the bullet train that is Vietnamese trade
Real sales growth continues to track softer in Q2
Small inflation uptick, but still uncomfortably above the SBV's ceiling
In one line: All set for a 25bp rate hike next week.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence