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
In one line: Consistent with slower growth in Q2.
In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence