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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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Reliability questionable, but grim reading nonetheless.
In one line: Exports to the US rebounding; deficit with China widening.
The Philippines’ Q3 GDP was ugly all around
Still no light at the end of the tunnel in the sales data
In one line: Q4 will be better, we think.
In one line: Terrible, but also a terrible leading indicator.
In one line: Up less in Q3 than Q2.
In one line: Underwhelming, but we see further gains in early Q4.
Full-time regular pay growth slowed a tad
Real wages extended their decline in September
No slow-moving crash, but the honeymoon in Vietnamese exports is clearly over
Ignore the softest sales print in a year
Outright transport deflation will return
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