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.

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Duncan Wrigley

Global Datanote: Caixin Manufacturing PMI, China, May

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

Duncan WrigleyGlobal

4 June 2025 China+ Monitor China's divergent PMI readings suggest targeted sector pain

  • China’s May manufacturing PMI readings diverged, as activity gradually revived post-May 12’s tariff truce.
  • Small exporters are likely being hit harder by the trade-policy oscillations, and the détente is already fraying.
  • Sentiment has held up surprisingly well, and improved slightly in both manufacturing gauges.
Duncan WrigleyChina+

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

Duncan WrigleyChina+

2 June 2025 China+ Monitor Tokyo inflation still elevated, but new rice-supply plan is promising

  • Tokyo consumer inflation was flat in May, as fresh food inflation cooled but rice inflation soared.
  • The new rice-reserve-release plan looks good though, and should lower inflation in the coming months.
  • The BoJ is likely to stay put, amid sluggish growth and with little chance of a big upside trade surprise in H2
Duncan WrigleyChina+
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Keywords for: Publications

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