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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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Japan's flash PMIs find reviving manufacturing activity but mounting cost pressures
China's November activity data show goods consumption softening and fixed asset investment worsening
In one line: still looking for signs of private sector credit demand
In one line:signalling confidence, no major course shift
Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses
In one line: RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
Korean manufacturing index treading water
Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026
In one line: exports hold up ahead of row with China
Weak net exports of goods and tourism hit growth
Private consumption was sluggish
Business non-residential investment was resilient
Full-time regular pay growth slowed a tad
Real wages extended their decline in September
Efficiency gains help profits but hurt labour demand
In one line: Investment stimulus should lift China's manufacturing index from October's trough
Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry
In one line: Fading demand weighs on flash PMI manufacturing activity
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
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
In one line: Japan's wage growth slows again, with bonuses hit by tourism weakness
In one line: Broad improvement ahead of investment stimulus
In one line: Manufacturing sector improved ahead of investment stimulus
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence