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Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.

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17 September 2018 China's August Activity Headlines are Misleading on Multiple Counts (Publication Centre)

The headlines of China's August activity data are missing the real story in recent months.

17 June 2019 China's Economy Faltered in May the New Tariff Hit is yet to Come (Publication Centre)

China's activity data for May were a mixed bag, but they broadly paint a consistent picture of a slowdown in economic growth from the first quarter.

16 May 2019 Chinese Activity Comes Back Down to Earth--and Then Some--in April (Publication Centre)

Official industrial production growth in China plunged to 5.4% year-over-year in April, from 8.5% in March.

16 Aug 2019 China is in for a U-Shaped Recovery H2 Activity will remain Tepid (Publication Centre)

China's July activity data pretty categorically wiped out any false hopes of a V-shaped recovery, after the June spike.

Consistently Right

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