Pantheon Macroeconomics

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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.

Daily Monitor Duncan Wrigley

7 December 2023 China+ Monitor China's Service Activity Trending Lower Amid Soft Sentiment

  • China’s services PMIs diverged in November, but this is probably a blip in a cooling trend this year.
  • The graduate jobs market is likely still weak, if slightly better than last year.
  • Consumer confidence has waned since the initial reopening surge in Q1.

Duncan WrigleyChina+

6 December 2023 China+ Monitor Cooling Tokyo CPI Should Provide Some Relief to the BoJ

  • 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+

1 December 2023 China+ Monitor Chinese Manufacturing Reports Weakening Demand

  • 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+

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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence