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

1 May 2025 China+ Monitor China's new export orders slammed as deflation pressures mount

  • China’s April PMIs reveal the initial hit from the tariff stand-off, with steep drops in new export orders.
  • Neither the US nor China appears ready to relent at this stage, so further weakness lies ahead.
  • China is rolling out an eclectic set of growth-support measures, but won’t go for mega-stimulus.
Duncan WrigleyChina+
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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence