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

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

China+ Datanote: CPI, Japan, July

In one line: Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

CHINA+ DATA WRAP 22 August 2025: Japan's headline inflation slows

Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

China+ Datanote: Loan Prime Rates, China, August

In one line: China's LPRs on hold, despite July's weakening demand data

CHINA+ DATA WRAP 20 August 2025: China's LPRs on hold

China's LPRs on hold, despite weakening demand data

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