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Below is a list of our Publications for the last 6 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: The boost to GDP from rising net exports is reversing, we think.
In one line: Great, but temporary.
Japan's nominal wage growth slows, as bonuses effect fades
The ongoing run of positive Philippine sales growth is fragile
In one line: Probably underestimating the true strength in sales.
In one line: Chinese stimulus boosts investor sentiment.
In one line: Depressed by large orders; upside risks for industrial production in August.
Base effects from late-2023 utility cuts lead modest headline uptick in Thai inflation
Low response rate suggests jump in payrolls very likely to be revised away.
Private sales fall again on an annual basis, but consumer confidence still points to an upturn.
In one line: Spanish industry entered recession in Q3.
In one line: Q3 will be better than expected for French industry.
Below-target range inflation effectively guarantees another BSP cut this month
Still consistent with further falls in services inflation.
Boosted marginally by Boeing; expect a further uplift from Hurricane Helene ahead.
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