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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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Clearer signs of precautionary stockpilling.
In one line: BoJ won't be swayed by Tokyo inflation dip
Commodity-price surge is piling pressure on the peso
In one line: BoK stays put today but new Governor Shin signals rate hikes on the way
In one line: Japan’s export growth accelerates on rising legacy chip prices
In one line: Korea’s chip export boom masks the underlying K-shaped recovery
In one line: Japan's services activity stalls in May, likely hit by slowing inbound tourism
In one line: Japan’s manufacturing expansion slows in May, but precautionary front-loading continues
In one line: Japan’s Q1 GDP beats expectations, but extended Strait closure complicates BoJ tightening
In one line: Japan's slowing inflation probably won't dissuade the BoJ from hiking rates next month
Supply chain disruptions adding to price pressures.
Flat trend in permits points to relapse in starts soon.
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