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: Strong momentum in domestic demand, but risks still loom in early 2026.
Still pointing to a weaker labor market, but big recent revisions raise questions.
In one line: LPRs unchanged, with China relying on fiscal policy to support growth
In one line: LPRs unchanged, with China relying on fiscal policy to support growth
An undoubtedly hot start to the year for two-way trade in Thailand
Pointing to a slowdown in underlying GDP growth in Q1.
The latest sales data are near worthless; homebuilders are still under pressure.
Underlying growth still solid in Q4, but likely to wane.
In one line: Consistent with a modest recovery.
In one line: Consistent with a modest recovery.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
In one line: Japan's cooling consumer inflation justifies BoJ taking time on rate hike
In one line: Flash PMIs lifted by tech sector and landslide election victory

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