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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 industrial profits 2025: first positive turn in four years, but the path forward remains challenging
In one line: BoJ stands pats in January, but inflation momentum keeps tightening chances intact.
In one line: Japan’s PMIs jump in January, pointing to firmer labour demand, especially in manufacturing.
In one line: Japan CPI slump driven by energy and fresh food; underlying inflation remains sticky
In one line: Korea’s 20-day exports rebound buoyed by base effects; monthly momentum actually slowed in January.
In one line: Falling energy and services inflation overpowered by rising inflation in food and core goods.
In one line: The EZ ends 2025 on a high.
In one line: The EZ ends 2025 on a high.
In one line: Growth will accelerate further as a turnaround in inventories is inevitable.
In one line: Sticky, and hawkish, relative to our expectations.
In one line: Solid GDP, but risks tilted towards a downward revision later; nothing to see in the labour market.
In one line: Growth accelerated in Q4, but will slow in 2026.
In one line: Sharp drop in Tokyo inflation largely due to one-off factors; won't change BoJ outlook
In one line: Solid trend in domestic demand, ex-inventories.
Trade's contribution to Q4 GDP growth probably significant but not enormous.
In one line: Sentiment improves; selling price expectations edge down.
In one line: Easing M1 growth offset by falling inflation, for now.
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