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.

Duncan Wrigley

6 November 2025 China+ Monitor China's falling saving rate not enough to revamp growth model

  • China’s household saving rate has fallen, implying greater readiness for consumption spending...
  • ...But not by enough to make up for the slump in residential sales since 2019; no wonder demand is soft.
  • The October RatingDog services PMI reports efficiency gains; good for profits, but bad for jobs short term.
Duncan WrigleyChina+

Global Datanote: Official Manufacturing PMI, China, October 2025

In one line: Investment stimulus should lift China's manufacturing index from October's trough

Duncan WrigleyGlobal

CHINA+ DATA WRAP 31 October 2025: Modest rise in inflation won't shock BoJ

Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry





Duncan WrigleyChina+

3 November 2025 China+ Monitor China launches investment stimulus to revive depressed demand

  • China is countering its investment slump by approving an additional RMB500B in local-government bonds...
  • ...And driving though the disbursal of RMB500B in policy-bank funds for investment projects.
  • This should boost the official manufacturing index from its October trough.
Duncan WrigleyChina+
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Keywords for: Publications

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