- © 2025 Pantheon Macroeconomics
- Tel: +1 914 610 3830
Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
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
Manufacturing activity bashed by tariff war
Manufacturing activity bashed by tariff war
Non-manufacturing activity slows
The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk
The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk
China’s Q1 GDP growth was boosted by demand stimulus and export front-loading pre-tariff turmoil
Government bond issuance still taking centre stage, with modest uptick in household loans
China's foreign reserves excluding valuation effects fell
Japan's real wage decline hurts consumption
China likely to step up fiscal and monetary policy support, allow weaker RMB, in response to hefty US tariff hike;
Caixin services activity rises
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence