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

Global Datanote: Tokyo CPI, Japan, June

In one line: Tokyo inflation cools, thanks to restart of energy subsidies

CHINA+ DATA WRAP 27 June 2025: Tokyo inflation cools thanks to energy subsidies

Tokyo inflation cools thanks to energy subsidies restart
China's industrial profits hit by slower investment income and weak demand

CHINA+ DATA WRAP 19 June 2025: Japanese exports fall

Japanese exports fall as US tariff hikes slam auto shipments

CHINA+ DATA WRAP 17 June 2025: Japanese exports fall

Japanese exports fall as US tariff hikes slam auto shipments

CHINA+ DATA WRAP 16 June 2025: China's activity slowing, except retail sales

China's investment and industrial output data point to slowing growth, despite the bright retail sales reading

China+ Datanote: PPI, China, May

Producer deflation slammed by weakening international energy prices, weather-hit construction activity

CHINA+ DATA WRAP 9 June 2025: China's CPI still in mild deflation

China's CPI still in mild deflation, while producer deflation worsens due to weak global oil prices

Global Datanote: Caixin Manufacturing PMI, China, May

 Plunge in Caixin manufacturing gauge won't trigger a knee-jerk policy response

CHINA+ DATA WRAP 2 June 2025: Korean PMI shows domestic demand tanking

Korean PMI shows domestic demand tanking, but sentiment is improving thanks to tariff war pause

China+ Datanote: National CPI, Japan, April

Core inflation ticks up after removal of energy subsidies

PANTHEON CHINA+ DATA WRAP Dec-31-CN-PMI

  • In one line: China's PMI data offers little cause for celebration

CHINA+ DATA WRAP 19 May 2025: Broad cooling in China's April activity growth

China to stick to targeted easing, despite broad cooling in April activity growth

CHINA+ DATA WRAP 6 May 2025: Caixin services PMI points to business jitters

 Caixin services PMI points to business jitters over tariff worries

China+ Datanote: BoJ Policy Decision, Japan, May

BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year

CHINA+ DATA WRAP 1 May 2025: BoJ adopts bearish inflation outlook

BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year

CHINA+ DATA WRAP 30 April 2025: Manufacturing activity bashed by tariff war

Manufacturing activity bashed by tariff war
Non-manufacturing activity slows

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Keywords for: Publications

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