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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Tranquil labor market conditions unlikely to last much longer.
In one line: Something funny in the data; on course for a rise in Q1 either way.
In one line: Hit by a fall in the goods surplus; portfolio inflows remain robust.
In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline.
In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline.
Sharp drop in pharmaceuticals drags on Singaporean exports
Indonesian retail sales benefit from an election pop in February
In one line: Japanese exports grow sturdily in March, lifted by strong Chinese demand and a weak yen.
In one line: The BoK stays put as inflation remains elevated, no surprise to the market.
Large fall is likely an Easter timing quirk; the trend still looks flat.
In one line: A setback was coming, but the improvement remains intact.
Chinese GDP beats expectations, despite an uneven recovery and looming oversupply issues
Limited inventory of existing homes continues to help homebuilders.
Too volatile to make us fear a renewed downturn in manufacturing.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence