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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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US tariff themes aplenty in Thailand’s Q2; expect a faster slowdown in H2
In one line: lacklustre broad credit growth, excluding government bonds
In one line: China's weakening investment and retail sales data raise worries for H2 demand outlook
Price pressures are building, but July's data overstate the intensity.
In one line: Q2 slowdown confirmed; industry partly to blame.
In one line: Holding steady at a low level.
In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser
In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead
In one line: China keeps LPR unchanged, further easing expected in the second half of 2025
In one line: Korea’s early export data remains sturdy on WDA basis amid US trade uncertainty
In one line: China’s FX reserves dip on stronger dollar and bond loses in July.
In one line: China’s monthly export momentum fades in July; pharma shipments surged while rare-earth exports rebound.
In one line : Japan’s nominal wage growth remains sturdy amid trade headwinds, but real wages stay deeply negative.
In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser
In one line: NBS non-manufacturing PMI dragged down by construction activity in July.
In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead
In one line: China’s industrial profits slid further in June, weighed down by oversupply, weak demand and excessive competition.
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