Pantheon Macroeconomics
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Below is a list of our Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.
Please use the filters on the right to search for a specific date or topic.
In one line: Headline rebounds more than expected, but the core undershot our forecast.
In one line: Revised higher, but still consistent with a technical recession.
In one line: Revised higher, but still consistent with a technical recession.
In one line: EZ headline rebounded in December, but the core likely eased further.
Caixin services PMI offers glimmers of hope
Japanese manufacturing activity is struggling
In one line: Stable, but we doubt the trend in claims is improving.
India's manufacturing PMI falls to an 18-month low
In one line: EZ manufacturing remained in recession in Q4; is the plunge in M1 fading?
The volatile Caixin PMI is more optimistic than the official measure again
The volatile Caixin PMI is more optimistic than the official measure again
Korea’s manufacturing activities steady in December
Korean export growth accelerates on a WDA basis
Jump in Singaporean GDP growth in Q4 was powered by a rebound in manufacturing
ASEAN entered 2024 with negative momentum
The H2 rise in Indonesian food inflation is finally over
Poor, but likely to improve over the next couple months.
Sequentual core inflation is now almost at target pace.
The underlying picture remains weak, despite the positive headline numbers.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence