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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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China’s foreign reserves rose in January, likely on the back of export front loading ahead of tariff risks
In one line: Snapping back, but strength unlikely to continue.
In one line: Output stung by falling auto production; exports finish 2024 on a strong note.
The RBI’s first cut is finally here; expect at least one more by mid-year
The impressive run-up in Philippine sales at end-2024 owes partly to short-lived tail
Trend still low for now; leading indicators paint a mixed picture.
In one line: Retail sales still rose in Q4, and further increases are likely.
In one line: Still pointing to underlying weakness in construction.
Everyone seems to have forgotten the Tet noise in Vietnamese trade
A more believable retail sales print from Vietnam, no doubt flattered by Tet
Healthcare costs provide Vietamese inflation with a further—much bigger—jolt
Thai inflation continues to float just a touch above the lower bound of BoT's target range
Exports and public spending helped to keep Indonesia’s ship absurdly 'steady’ in Q4
Philippine inflation should start to move sideways from here
In one line: Signs of underlying strength, despite boost from major orders.
Underlying services inflation still likely to decline.
Underlying services inflation still likely to decline.
Poor track record suggests ADP’s resilient picture should be disregarded.
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