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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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In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market
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: Manufacturing sector gloom amid tariff weight and political risks
Japan's flash PMIs reveal divergence between weakening manufacturing sector and resilient services activity
Thai front-running to the US is now reversing
In one line: That’s more like it, but upturn in manufacturing is on borrowed time.
In one line: That’s more like it, but upturn in manufacturing is on borrowed time.
In one line: Political brinkmanship comes at a cost.
In one line: Political brinkmanship comes at a cost.
A soft-ish end to Q3, but Indian momentum is still largely improving
In one line: Improving, but still subdued.
Unemployment fears resurge; discretionary spending likely to remain subdued.
In one line: Positive pick-up in services, but downside risks loom in industrial output.
In one line: A decent start to Q3, but the carry-over is still negative.
The puzzle of retailers’ margins has just been revised away.
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