Global Publications
Below is a list of our Global Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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Miguel Chanco (Chief EM Asia Economist)
- In one line: Early US trade deals in July help ASEAN manufacturing find its feet, for now.
- In one line: A ten-month low, as consumer sectors continue to broadly weaken.
- In one line: Surprise, surprise… at least two more 25bp cuts to come by year-end.
- In one line: Outright food deflation is here, as predicted.
- In one line: Expect a further rise in food inflation in the July report.
- In one line: Export growth probably will buckle again in Q3.
- In one line: Post-export-front-loading clouds continue to darken.
- In one line: Consumer-facing industries are buckling.
- In one line: Pausing, for now.
- In one line: Rightly unfazed, for now, by the upswing in oil prices.
- In one line: Sticking to the gradualist approach, for now.
- In one line: No signs yet of food disinflation stabilising.
- In one line: Front-loading most of this year’s remaining cuts.
- In one line: A bounce of sorts, but manufacturing is still shaky.
- In one line: Near-zero inflation is once again around the corner.
- In one line: A partially welcome collapse in the surplus.
