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 5 March 2025: China's steps up fiscal support

China's steps up fiscal support in a measured fashion; room for further easing
Caixin services activity improves

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 March 2025: Korean manufacturing sentiment dented

Korean manufacturing sentiment dented by sagging US and European orders

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, February

Manufacturing sentiment rebounds, despite the brewing trade war

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 March 2025: China sentiment revival despite brewing trade war

Caixin PMI shows manufacturing sentiment rebound, despite the brewing trade war

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, February

Post-holiday activity rebound, but firms still wary ahead of the Two Sessions and tariff hikes

Duncan WrigleyChina+

China+ Datanote: Official Non-Manufacturing PMI, China, February

 Construction activity rebound looks mainly seasonal; too soon to say if a real infrastructure push is coming

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, February

Outlook still gloomy, after sifting through the holiday data distortions

Duncan WrigleyChina+

China+ Datanote: Tokyo CPI, Japan, February

Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path

Duncan WrigleyChina+

CHINA+ DATA WRAP 28 February 2025: Tokyo inflation slows on energy subsidies

Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path

Duncan WrigleyChina+

China+ Datanote: BoK Decision, Korea, February

Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 February 2025: Governor Rhee signals more rate cuts

Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today

Duncan WrigleyChina+

China+ Datanote: National CPI, Japan, January

Japan’s headline consumer inflation gains steam on food inflation

Duncan WrigleyChina+

China+ Datanote: Flash Manufacturing PMI, Japan, February

 Japan’s flash manufacturing PMI shows activity spluttering 

Duncan WrigleyChina+

China+ Datanote: 20-day Exports, Korea, February

Korean working-day exports fell due to holiday effects; surging auto exports points to front-loading

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 February 2025: Japan's consumer inflation surges

Japan's consumer inflation boosted by food inflation
Korea's WDA-exports drop during the holiday, despite auto shipment surge

Duncan WrigleyChina+

China+ Datanote: LPR, China, February

China's lending benchmark rates left unchanged

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 February 2025: Japan's real export growth below headline

China's residential price decline steady in holiday season
Japan's real export growth less impressive than headline

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, January

Overall credit growth still relatively sturdy, thanks to robust government bond issuance  

Duncan WrigleyChina+

China+ Datanote: PPI, China, January

Producer prices extend their decline with broad price falls

Duncan WrigleyChina+

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