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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Underlying claims rising only slowly for now, but expect a faster deterioration ahead.
Ignore the consensus-matching Q2 y/y print, Philippine consumption is in recession
The RBI keeps up the inflation-fighting talk
Malaysian fuel sales take a hit from subsidy removal
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
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence