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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

CHINA+ DATA WRAP 26 June 2026: Tokyo inflation rises in June

In one line: BoJ signals more rate hikes, anticipating inflation risks from higher crude oil costs

Global Datanote: 20 Day Exports, Korea, June

  • In one line: Korea's exports flying thanks to chip prices

CHINA+ DATA WRAP 22 June 2026: Korea's exports are flying thanks to chip sales

In one line: Korea's exports continue to surge thanks to chip shipments, notably soaring prices

Global Datanote: CPI, Japan, May

  • In one line: Deputy Governor Himono warns of potential inflation overshoot

CHINA+ DATA WRAP 19 June 2026: BoJ signalling scope for faster rate hikes

In one line: Consumer inflation was flat at 1.4% in May, but producer inflation jumped. Deputy Governor Himono warns that inflation could overshoot the 2% target. 

CHINA+ DATA WRAP 16 June 2026: China's domestic demand spluttering

In one line: Retail sales weakened further; FAI data plagued by falsification issues again; Industrial output supported by exports

CHINA+ DATA WRAP 9 June 2026: China's buoyant trade driven by AI boom

In one line: Shipments of integrated circuits and computers main drivers of export growth
Crude oil import volume falling

CHINA+ DATA WRAP 5 June 2026: Japan's steady wage growth

In one line: Regular wage growth rose above 3% for three straight months
Consumption activity rebounded in April

CHINA+ DATA WRAP 2 June 2026: May Korea inflation rise makes July hike likely

In one line: Korea inflation rise in May makes July hike likely

CHINA+ DATA WRAP 29 May 2026: Tokyo inflation dipped in May

In one line: BoJ won't be swayed by Tokyo inflation dip

Global Datanote: BoK Policy Decision, Korea, May, 2026

  • In one line: New Governor Shin signals rate hikes are on the way

CHINA+ DATA WRAP 28 May 2026: Governor Shin signals rate hikes on the way

In one line: BoK stays put today but new Governor Shin signals rate hikes on the way

Global Datanote: National CPI, Japan, April, 2026

  • In one line: Japan's inflation slowed in April, but that probably won't dissuade the BoJ from hiking

CHINA+ DATA WRAP 22 May 2026: Japan's inflation slowed in April

In one line: Japan's slowing inflation probably won't dissuade the BoJ from hiking rates next month

Global Datanote: LPRs, China, May, 2026

  • In one line: On hold despite April slowdown

CHINA+ DATA WRAP 20 May 2026: Rates on hold, despite April slowdown

In one line: Policy rate cut only likely after several months of flagging growth

CHINA+ DATA WRAP 18 May 2026: China hits a speed bump in April

In one line: April's weak economic data due to energy shock and severe weather

PM Datanote: Money & Credit, China, April

In one line: rise in fiscal deposits likely points to temporary building activity disruptions due to severe weather.

CHINA+ DATA WRAP 12 May 2026: Japan's household spending slows

In one line: People curbed spending in response to fuel price hikes in March

Global Datanote: Exports, Korea, April 2026

  • In one line: Buoyed by rocketing chip exports
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Keywords for: Publications

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