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: Exports, Korea, April 2026

  • In one line: Buoyed by rocketing chip exports

Global Datanote: Tokyo CPI, Japan, April 2026

  • In one line: Subdued, thanks to expanded childcare subsidies

CHINA+ DATA WRAP 1 May 2026: Tokyo inflation subdued; Korea exports surging

In one line: Tokyo inflation subdued thanks to expanded childcare subsidies;
Korean exports buoyed by robust chip sales

Global Datanote: Manufacturing PMIs, China, April 2026

  • In one line: Resilient to the energy shock so far

CHINA+ DATA WRAP 30 April 2026: Manufacturing sector resilient to energy shock

In one line: China's manufacturing sector holds up well in April; Services slows after the holiday boost; Construction PMI drop is puzzling

Global Datanote: BoJ Policy Decision, Japan, April, 2026

  • In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed

CHINA+ DATA WRAP 28 April 2026: BoJ on hold

In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed

CHINA+ DATA WRAP 16 April 2026: Q1 GDP growth bump likely the high-water mark

In one line: China's lopsided Q1 GDP growth bump likely the year's high-water mark

PM Datanote: Money & Credit, China, March

In one line: Private sector credit showing early but uneven improvement 

PM Datanote: Foreign Reserves, China, March

In one line: China’s big drop mainly due to global market volatility, rather than domestic economy

PM Datanote: NBS Manufacturing PMI, China, March

In one line:  China’s manufacturing PMI buoyed by post-holiday seasonality; oil price shock hits input prices

CHINA+ DATA WRAP 31 March 2026: China's manufacturing activity resilient

In one line: China's manufacturing activity resilient, despite jump in energy-related costs

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
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Keywords for: Publications

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