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: December inflation confirms that 2026 likely will be an uneventful year for the SNB.
In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB.
In one line: Sizzling, but at odds with weakening surveys.
In one line: BoJ won't be fazed by slowing headline wage growth, as regular pay growth is relatively steady
Still an unreliable guide to services spending.
In one line: The ECB’s December forecasts now look too hawkish.
In one line: A modest improvement in EZ construction; no change in Germany’s labour market.
In one line: Poor, but still consistent with slightly better growth in Q4.
Reviving food inflation should soon return Thai CPI to the black
GDP growth in Vietnam surprisingly holds steady above 8%
A robust end to the year for Vietnamese exports, but momentum continues to fade
December bump salvages Vietnamese real retail sales in Q4
Rising food inflation in Vietnam cushions what could have been a bigger December deceleration
Encouraging, but Philippine sales are still broadly struggling
Philippine food inflation is finally reviving
In one line: Dire straits in manufacturing, but big improvement in services.

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