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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: China’s FX reserves edge higher, supported by portfolio inflows and persistently strong trade surplus.
In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.
In one line: Fimer Tankan readings pave way for BoJ policy normalisation in October.
In one line: Korean manufacturing activity surged in September on stronger orders and output.
In one line: Ugly, but stung by one-off distortions.
In one line: Japan's wage growth slows again, with bonuses hit by tourism weakness
Philippine sales still sliding, but a few green shoots are emerging
Soft… keeping the door wide open for at least one more BSP cut this quarter
In one line: Spending on goods in EZ went nowhere in Q3.
In one line: Not quite the catch up we expected but still pointing to upside risks to growth.
In one line: Not pretty, but the official numbers are better.
In one line: Down marginally, likely rebounded in September.
Vietnamese growth slipped marginally—in reality—in Q3
Don’t put too much weight on the September uptick in Vietnamese sales
A sense of deja vu… Vietnam’s exports to the US steal the show to close Q3
Transport deflation in Vietnam finally comes to an end, for now
CPI expectations in Thailand need a further recalibration down
An unreliable guide to growth in services spending.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence