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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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Car registrations will continue to rise despite ‘Liberation Day’ autos tariffs.
In one line: Up despite being held back by German weakness.
In one line: Solid but unlikely to last.
In one line: Not enough to salvage Q1, but the 3m/3m trend is turning up.
In one line: Growth and the surveys were picking up, before Mr. Trump’s tariff hammer.
A brief spell of policy-induced deflation is around the corner in Thailand
Very soft, but March should be the low for Philippine inflation this year
In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.
In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.
China likely to step up fiscal and monetary policy support, allow weaker RMB, in response to hefty US tariff hike;
Caixin services activity rises
The nascent improvement in ASEAN manufacturing is far from comprehensive
Tariff uncertainty is weighing on manufacturing.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence