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: China’s NBS manufacturing PMI shows mild improvement, but core industries cherished by policymakers weakens in November.
In one line: RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
Korean manufacturing index treading water
ASEAN’s PMI strengthens to a 38-month high
Indonesian export growth finally comes back down to earth; 2027 should be a bit better
The turn in rising food inflation in Indonesia is here
LATAM ECONOMY SLOWS AS DOMESTIC DEMAND SOFTENS
In one line: Upside risk to German core inflation.
In one line: Households' inflation expectations stubbornly above ECB target.
In one line: Downside risk to EZ core inflation, relative to our forecast.
In one line: Spanish households' spending spree is coming to an end.
Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026
In one line: Plateauing after strong growth earlier in the year.
Ignore the Philippines’ misleading y/y trade headlines
THAI AND PHILIPPINE GROWTH SLOWEST SINCE COVID

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