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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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Ignore the y/y misses; lots to be reassured about in the Philippine trade details
In one line: Sentiment edges down, price pressures remain elevated.
In one line: A strong rise in M1 growth; did lending growth really slow?
In one line: Slight deterioration, but consumers and retailers are upbeat.
In one line: Dovish, but far from underwriting a further rate cut.
In one line: Dovish, but far from underwriting a further rate cut.
In one line: Sentiment improved, but unemployment fears remain high.
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.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence