Pantheon Macroeconomics
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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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Malaysian exports tumble on weak electronics
Pharmaceuticals boost Singaporean exports in November
A mixed bag for Indonesian trade in November
The seven-month bout of WPI deflation in India comes to an end
Don’t worry too much about the October crash in Philippine exports
Encouraging start to Q4 for Indonesian retail sales, but dark clouds loom
Weak start to Malaysian private consumption in Q4
The RBI still isn’t showing any appetite for normalisation
Deflation in Thailand will stay for at least one more month
A reminder that any recovery in Philippine domestic demand will be bumpy
India’s PMIs are entering 2024 with waning momentum
Weak start to Singaporean retail sales in Q4
Target range inflation in the Philippines is around the corner
Only a small respite for ASEAN manufacturing in November
The mean-reversion in Indian’s manufacturing PMI remains largely intact
Adverse food price base effects in Indonesia will now unwind
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
PUBLIC SPENDING CAN’T RESCUE THE PH LONG TERM
ASEAN is carrying the nascent recovery in Thai exports on its back
Inflation in Singapore spikes on base effects and record COEs
A massive, but perverse, net trade boost saves Thai Q3 GDP from a complete car crash
Export growth in Malaysia jumps even, as it remains flat in nominal terms
Momentum in Singaporean exports builds, supported by base effects
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence