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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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Tariffs still pushing goods inflation higher, but services inflation looks soft under the hood.
In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing
In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.
In one line: Broad improvement ahead of investment stimulus
In one line: Korea’s September WDA exports plunge, led by US and China.
In one line: BoJ stays put on rates in September, starts ETFs and J-REITs offloading plan
In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market
In one line: Manufacturing sector gloom amid tariff weight and political risks
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