Pantheon Macroeconomics
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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.
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Tokyo headline inflation slows, despite rising food inflation
In one line: manufacturing index slammed by falling output; July should be low point after US-Japan trade deal
Japan's weak manufacturing PMI should rise after US-Japan trade deal
Services activity rose
In one line: Japan's headline consumer inflation slows after energy subsidies restart; upper house election poses JGB risks
Japan's headline consumer inflation slows after energy subsidies restart
upper house election poses JGB risks
China's steadyish Q2 real GDP growth boosted by intensifying deflation; nominal growth lowest since Q4 2022
China's worsening producer deflation mainly due to bad weather
Low core consumer inflation reflects weak demand
In one line: Caixin PMI concurs with official index in showing manufacturing activity rebound
China's Caixin PMI, Korea's PMI and Japan's Tankan point to manufacturers' measured relief at easing trade tensions
In one line: Manufacturing activity index rises thanks to eased tariff tensions and domestic policy support
China's Official PMIs point to improving manufacturing and construction activity, but weak jobs market
In one line: Tokyo inflation cools, thanks to restart of energy subsidies
Tokyo inflation cools thanks to energy subsidies restart
China's industrial profits hit by slower investment income and weak demand
Japanese exports fall as US tariff hikes slam auto shipments
Japanese exports fall as US tariff hikes slam auto shipments
China's investment and industrial output data point to slowing growth, despite the bright retail sales reading
Producer deflation slammed by weakening international energy prices, weather-hit construction activity
China's CPI still in mild deflation, while producer deflation worsens due to weak global oil prices
Plunge in Caixin manufacturing gauge won't trigger a knee-jerk policy response
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence