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.

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Daily Monitor Duncan Wrigley

5 January 2024 China+ Monitor China's Service Sector Continues to Lead a Soft Recovery

  • The Caixin PMI indicated rising service activity in December, in contrast to the depressed official PMI...
  • ...But the Caixin PMI has been a better leading indicator of services production recently.
  • Consumer services demand is likely to continue to outperform soft consumer goods demand in 2024.

Duncan WrigleyChina+

20 December 2023 China+ Monitor BoJ Not Shifting Its Policy Stance As Inflation Slows

  • The BoJ announced no change to its easy policy settings yesterday.
  • Falling U.S. yields have eased pressure on the yen, lessening the urgency of a BoJ policy shift.
  • The December flash PMIs indicate falling manufacturing demand, but resilient services activity.

Duncan WrigleyChina+

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Keywords for: Publications

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