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

CHINA+ DATA WRAP 1 September 2025: China's manufacturing PMIs post modest gains

In one line: China's manufacturing PMIs post modest gains; Korean exports propped up by chip exports

Duncan WrigleyChina+

1 September 2025 China+ Monitor Chinese stock-market exuberance won't lift consumers' spirits

  • History suggests that China’s stock-market rally could boost GDP but won’t do much for consumer sentiment.
  • Policymakers will opt for targeted policy support, lest broad easing drives excessive funds into stocks.
  • Tokyo headline inflation slowed in August due to energy subsidies; food inflation remains elevated.
Duncan WrigleyChina+
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Keywords for: Publications

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