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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: Up less in Q3 than Q2.
In one line: Underwhelming, but we see further gains in early Q4.
Full-time regular pay growth slowed a tad
Real wages extended their decline in September
No slow-moving crash, but the honeymoon in Vietnamese exports is clearly over
Ignore the softest sales print in a year
Outright transport deflation will return
Likely sending a false alarm on services inflation.
In one line: Rock-solid, but momentum is now slowing.
Local private demand let the Indonesia economy down in Q3
The post-“Liberation Day” recovery in ASEAN manufacturing sentiment continues
Outright Thai deflation still has a number of months left
Softer food and firmer housing & utilities inflation in the Philippines offset each other
In one line: A rebound, but what happened to output in September?
Efficiency gains help profits but hurt labour demand
Tariff-led jump goods inflation likely to be temporary.
In one line: In line with our view of Swiss economic weakness.
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