Pantheon Macroeconomics
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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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In one line: Caixin PMI concurs with official index in showing manufacturing activity rebound
China's Caixin PMI, Korea's PMI and Japan's Tankan point to manufacturers' measured relief at easing trade tensions
In one line: Manufacturing activity index rises thanks to eased tariff tensions and domestic policy support
China's Official PMIs point to improving manufacturing and construction activity, but weak jobs market
In one line: Tokyo inflation cools, thanks to restart of energy subsidies
Tokyo inflation cools thanks to energy subsidies restart
China's industrial profits hit by slower investment income and weak demand
Japanese exports fall as US tariff hikes slam auto shipments
Japanese exports fall as US tariff hikes slam auto shipments
China's investment and industrial output data point to slowing growth, despite the bright retail sales reading
Producer deflation slammed by weakening international energy prices, weather-hit construction activity
China's CPI still in mild deflation, while producer deflation worsens due to weak global oil prices
Plunge in Caixin manufacturing gauge won't trigger a knee-jerk policy response
Korean PMI shows domestic demand tanking, but sentiment is improving thanks to tariff war pause
Core inflation ticks up after removal of energy subsidies
Core inflation nudges up, after energy subsidies end
China to stick to targeted easing, despite broad cooling in April activity growth
Caixin services PMI points to business jitters over tariff worries
BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year
BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence