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Below is a list of our Publications for the last 6 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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Vietnam’s export recovery remains intact, heading into 2024
The contradictory headline rates aside, retail sales growth is clearly regaining momentum
No power price pop to see in November CPI
In one line: Adjusted for savings money data suggest an improving outlook for H1 next year.
In one line: Solid headline, but unemployment fears are rising.
In one line: Depressed, despite an improving outlook for real income growth.
The slower than expected improvement in industrial profits was likely due to base effects and faster rise in operating costs
ASEAN is carrying the nascent recovery in Thai exports on its back
In one line: Still-rising, but will the fiscal impasse hit the December data?
Japanese manufacturing activity is hit by fading demand and production
Services activity is holding up, despite sagging new export orders
Japan’s headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation
Japan’s headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation
Japanese manufacturing activity is hit by fading demand and production
Services activity is holding up, despite sagging new export orders
In one line: Further reassurance a recession isn’t developing.
In one line: Still pointing to an EZ recession.
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