Pantheon Macroeconomics

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Pantheon Publications

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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Daily Monitor Duncan Wrigley

6 February 2025 China+Monitor China's holiday spending is robust, but it won't last

  • China’s consumption activity was strong over the Lunar New Year holiday period...
  • ...But it is likely to slow again afterwards, repeating the pattern established since the reopening.
  • January’s Caixin services PMI activity slowed a tad before the holiday, but expectations improved.

Duncan WrigleyChina+

4 February 2025 China+Monitor China likely to temper its response to the US's opening move on tariffs

  • China is likely to be restrained in its retaliation to the US tariff hike announced over the weekend.
  • A limited trade war is more likely than a near-term grand bargain. Goodwill gestures seem likely.
  • The Caixin manufacturing PMI declined in January but held up better than the official gauge.

Duncan WrigleyChina+

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Keywords for: Publications

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