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 Mfg PMI, Japan, October, 2025

In one line: Fading demand weighs on flash PMI manufacturing activity

Global Datanote: Exports, National CPI, Japan, September

In one line:  BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing

CHINA+ DATA WRAP 24 October 2025: Modest rise in inflation won't shock BoJ

In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing 





CHINA+ DATA WRAP 8 October 2025: Japan's wage growth slows again

In one line: Japan's wage growth slows again, with bonuses hit by tourism weakness






Global Datanote: Manufacturing PMIs, China, September 2025

In one line: Broad improvement ahead of investment stimulus

CHINA+ DATA WRAP 30 September 2025: Modest manufacturing improvement in PMIs

In one line: Manufacturing sector improved ahead of investment stimulus





CHINA+ DATA WRAP 26 September 2025: Tokyo headline inflation steady

Tokyo headline inflation steady, after launch of childcare subsidies





Global Datanote: Flash Manufacturing PMI, Japan, September

In one line: Manufacturing sector gloom amid tariff weight and political risks

CHINA+ DATA WRAP 24 September 2025: Japan's manufacturing weakening

Japan's flash PMIs reveal divergence between weakening manufacturing sector and resilient services activity




China+ Datanote: Money & Credit, China, August

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

CHINA+ DATA WRAP 15 September 2025: China's August broad activity cooling

In one line: China's August broad activity cooling likely to prompt additional targeted support



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

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Keywords for: Publications

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