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Below is a list of our Publications for the last 5 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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Sales growth less impressive in real terms; consumer slowdown continues.
In one line: Still on track to hand the ECB a 25bp rate cut in September.
In one line: Still on track to hand the ECB a 25bp rate cut in September.
Services disinflation is partly countering the tariff uplift to goods prices.
In one line: Better external sector performance likely to support Q2 GDP due tomorrow
In one line: Better external sector performance likely to support Q2 GDP due tomorrow.
In one line: BoK hold rates in July, keeping an eye on trade developments and overheating property market in Seoul.
In one line: China’s FX reserves rebounded in June on currency and bond revaluation gains.
In one line : Japanese wage growth is not as weak as it looks, the wage slump was mostly about bonuses.
In one line: China’s services momentum cools amid property drag and post-holiday blues; Caixin composite PMI signals softer Q2 GDP.
In one line: Japan's manufacturing PMI rebound on stockpiling activity, but domestic demand softens
In one line: Korea's 20-day exports rebound in June on front loading ahead of reprieve expiry
In one line: Solid rebound, even factoring-in jump in Ireland.
China's steadyish Q2 real GDP growth boosted by intensifying deflation; nominal growth lowest since Q4 2022
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