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.

Please use the filters on the right to search for a specific date or topic.

Datanotes Duncan Wrigley

Global Datanote: PPI, China, August, 2025

  • In one line: Improvement in producer deflation appears mainly driven by short-term factors, more than policy yet

CHINA+ DATA WRAP 10 September 2025: China's producer deflation improvement

In one line: China's producer deflation improvement mainly driven by short-term factors; consumer price fall is due to food prices, with core inflation rising


CHINA+ DATA WRAP 3 September 2025: RatingDog services PMI points to job risks

In one line: China's RatingDog services PMI points to job risks after court ruling on social security contributions

Global Datanote: Export, Korea, August

  • In one line: WDA-export growth holds up despite tariff ructions   

CHINA+ DATA WRAP 1 September 2025: China's manufacturing PMIs post modest gains

In one line: China's manufacturing PMIs post modest gains; Korean exports propped up by chip exports

CHINA+ DATA WRAP 29 August 2025: Tokyo inflation falls

In one line: Tokyo inflation fall mainly due to energy subsidies

Global Datanote: BoK Policy Decision, Korea, August

In one line: BoK stays put amid US pressure not to weaken currency

CHINA+ DATA WRAP 28 August 2025: BoK stays put

In one line: BoK stays put amid US pressure not to weaken currency

China+ Datanote: CPI, Japan, July

In one line: Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

CHINA+ DATA WRAP 22 August 2025: Japan's headline inflation slows

Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

China+ Datanote: Loan Prime Rates, China, August

In one line: China's LPRs on hold, despite July's weakening demand data

CHINA+ DATA WRAP 20 August 2025: China's LPRs on hold

China's LPRs on hold, despite weakening demand data

China+ Datanote: Money & Credit, July, China

In one line: lacklustre broad credit growth, excluding government bonds

CHINA+ DATA WRAP 15 August 2025: China's investment and retail sales ebb

In one line: China's weakening investment and retail sales data raise worries for H2 demand outlook

CHINA+ DATA WRAP 5 August 2025: Buoyant Caixin services PMI

In one line: Buoyant Caixin services PMI points to pockets of strength, such as tourism

Global Datanote: Caixin Manufacturing PMI, China, July

In one line: China’s manufacturing sector rocked by trade uncertainty

CHINA+ DATA WRAP 1 August 2025: Caixin PMI reports falling export orders

Caixin PMI reports falling export orders
Korean exports hold up thanks to front-loading, but domestic demand sags

Global Datanote: Politburo, China, Q2

In one line: China's Q2 Politburo meeting downplays trade risks, focuses on domestic issues like price wars

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Keywords for: Publications

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