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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Korean working-day exports fell due to holiday effects; surging auto exports points to front-loading
Japan's consumer inflation boosted by food inflation
Korea's WDA-exports drop during the holiday, despite auto shipment surge
Indian services wake up from its slumber, but a Q1 GDP slowdown is still in play
In one line: Further increases are likely as political uncertainty abates.
DOGE layoffs not a big issue for claims just yet.
In one line: Construction boost to growth in Q4 unlikely to repeat in Q1.
PBoC waiting for the trade war to heat up
Waiting for more disinflation progress to ease again.
The underlying trend in residential construction is flat and likely to turn lower.
China's residential price decline steady in holiday season
Japan's real export growth less impressive than headline
Encouraging, but far from definitive.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence