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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.
Please use the filters on the right to search for a specific date or topic.
In one line: China’s LPR on hold in January; targeted structural rate cuts unclog credit supply and hopefully induce more loan demand.
In one line: Investor were optimistic ahead of the stand-off over Greenland; EZ construction sector turning a corner.
In one line: China inflation was firmer in December, but sustained reflation remains challenging
In one line: Bank of Korea drops its easing bias as currency stability takes priority
In one line: Diversification keeps China exports float in 2025; December export upticks largely support by ASEAN & BRICS demand
In one line: China’s PPI sees firmer monthly momentum, but sustained reflation remains challenging
In one line: The probability of further ECB easing is underpriced.
In one line: The probability of further ECB easing is underpriced.
In one line: China's Q4 GDP reports torpid domestic demand versus vibrant industrial output
AI boom saves Malaysian exports
Malaysian inflation shows a surprise rise
In one line: Non-government credit demand still sluggish amid structural adjustment
In one line: Non-government credit demand still sluggish amid structural adjustment
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