Pantheon Publications
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.
Please use the filters on the right to search for a specific date or topic.
Duncan Wrigley
Tokyo core inflation excluding fresh food is nearing the BoJ target rate
Japan's services PMI indicates slowing growth
China’s Caixin services PMI ticked up
Duncan WrigleyChina+
- Tokyo consumer inflation fell 0.6pp to 2.6% year- over-year in November...
- ...And core inflation excluding fresh food dipped to 2.3%, close to the BoJ’s 2% target.
- The downward revision to Japan’s final services PMI indicates slowing growth, despite robust tourism.
Duncan WrigleyChina+
Korean trade is weaker than the headline export growth figure suggests
Duncan WrigleyChina+
The erratic Caixin PMI is more optimistic than the official gauge
Duncan WrigleyChina+
China's erratic Caixin PMI rises
Korean exports are weaker than the headline figure
Japanese manufacturing falters
Duncan WrigleyChina+
- The BoK left the policy rate unchanged last week; it raise d its 2024 inflation forecast.
- The Bank is likely to shift its focus to growth support in 2024 but delay the first rate cut until Q3.
- Korean export growth rose in November, largely thanks to base effects; trade is still bottoming out.
Duncan WrigleyChina+
China's manufacturing PMI is hit by falling demand
Duncan WrigleyChina+
- China’s November manufacturing PMI was hit by fading demand, while output continues to rise.
- But the weakness is mainly in materials processing, despite rising construction activity...
- ...Domestic demand for equipment and high-tech manufacturing is growing.
Duncan WrigleyChina+