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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In one line: The headline should soon fall; foreign demand for EZ assets remain strong.
Malaysia's economy fired on all cylinders in Q2
In one line: "September is wide open”, apparently.
Claims boosted by auto plant shutdowns and Hurricane Beryl, but the underlying trend is rising.
In one line: No signal of a cut in September; we look for such a signal at the press conference.
In one line: No signal of a cut in September; we look for such a signal at the press conference.
In one line: Construction fell back in Q2, after a decent Q1.
Base effects dominate Malaysian trade figures in June
Japanese headline exports continue to rise, despite auto shipment disruptions
A strong Q2 for manufacturing, but major headwinds persist.
Tentative signs of recovery in the multi-family sector, but single-family starts look set to fall further.
In one line: Services is sticky as ever, and it won’t drop meaningfully anytime soon.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence