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: Flash Manufacturing PMI, Japan, March

  • domestic demand weakened, while manufacturers’ sentiment was resilient

Global Datanote: National CPI, Japan, February

  • In one line: In one line: inflation fell in February, ahead of oil price surge

CHINA+ DATA WRAP 24 March 2026: Japan's inflation fell, ahead of oil price surge

In one line: Japan's inflation fell in February, ahead of oil price surge; Services firms' sentiment dives to mid-2020 level

Global Datanote: 20-Day Exports, Korea, March 2026

  • In one line: Korean exports jump, thanks to chip sales; oil product shipments surge

CHINA+ DATA WRAP 23 March 2026: Korean exports jump, thanks to chip sales

In one line: Korean exports jump, thanks to chip sales; oil product shipments surge

Global Datanote: Loan Prime Rates, China, March 2026

  • In one line: LPRs steady; PBoC aims for "price recovery”

Global Datanote: BoJ Policy Decision, Japan, March 2026

  • IIn one line: BoJ on hold amid oil shock risks and divided inflation views

CHINA+ DATA WRAP 19 March 2026: BoJ on hold amid oil shock risks

In one line: BoJ on hold amid oil shock risks and divided inflation views

CHINA+ DATA WRAP 18 March 2026: Japan's exports slow due to holiday effects

Japan's exports slow due to holiday calendar effects
Chip and electrical machinery shipments rise

CHINA+ DATA WRAP 16 March 2026: China's activity data improves in Jan-Feb

China's consumer spending was boosted by longer holiday
infrastructure investment rebounds thanks to policy support
Industrial output lifted by export demand

Global Datanote: PPI, China, February, 2026

  • In one line: China’s producer prices continued improvement, ahead of the oil price surge 

CHINA+ DATA WRAP 9 March 2026: Consumer inflation gets holiday bump

In one line: Consumer inflation gets holiday bump; Producer inflation continued to improve, ahead of oil price surge



CHINA+ DATA WRAP 5 March 2026: China's lower growth target

In one line: China's lower growth target signals priority for structural adjustment over short-term growth




Global Datanote: Loan Prime Rate, China, February 2026

In one line: LPRs unchanged, with China relying on fiscal policy to support growth

CHINA+ DATA WRAP 24 February 2026: LPRs unchanged

In one line: LPRs unchanged, with China relying on fiscal policy to support growth


Global Datanote: National CPI, Japan, January 2026

In one line: Japan's cooling consumer inflation justifies BoJ taking time on rate hike

Global Datanote: Flash PMIs, Japan, February 2026

In one line: Flash PMIs lifted by tech sector and landslide election victory 

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Keywords for: Publications

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