Pantheon Macroeconomics
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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: Retail sales still rose in Q4, and further increases are likely.
In one line: Still pointing to underlying weakness in construction.
Everyone seems to have forgotten the Tet noise in Vietnamese trade
A more believable retail sales print from Vietnam, no doubt flattered by Tet
Healthcare costs provide Vietamese inflation with a further—much bigger—jolt
Thai inflation continues to float just a touch above the lower bound of BoT's target range
Exports and public spending helped to keep Indonesia’s ship absurdly 'steady’ in Q4
Philippine inflation should start to move sideways from here
In one line: Signs of underlying strength, despite boost from major orders.
Underlying services inflation still likely to decline.
Underlying services inflation still likely to decline.
Poor track record suggests ADP’s resilient picture should be disregarded.
In one line: Poor, but output likely rebounded in January.
China's Caixin services activity slows, but sentiment improves
Japanese wages enjoy year-end bonus boost
Labor demand still deteriorating, amid tight monetary policy and elevated uncertainty.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence