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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In one line: Recessionary, but what’s happening in consumption?
Thai inflation will return to the target range in the next few months
Sales volumes in the Philippines suffer a second straight q/q drop
In one line: Relief, but it will be short-lived.
In one line: Sales fell, but German data are missing again.
Japan's wages surge appears driven by bonuses
First BSP rate cut delayed to October
The net trade story will be painful for the Philippines' upcoming Q2 GDP report
In one line: Still suggesting private sector activity stalled at the start of Q3.
In one line: Still suggesting private sector activity stalled at the start of Q3.
In one line: Rising in June, as in France and Italy.
Machinery capex bump cushions the unwinding of election spending in Indonesia
Fall in discretionary spending sends Singaporean sales growth back into the red
This week’s Fed inaction was a mistake; the case for 50bp in September is strong.
In one line: A relief, but production likely fell back in July.
In one line: Stubborn domestic inflation means headline held steady.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence