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

13 March 2025 China+ Monitor Japan's growth likely to slow, as net exports weaken in Q1

Japan’s Q4 growth was lifted by net exports, while domestic demand was insipid.
People are curbing discretionary spending in the face of red-hot food inflation and weak real wage growth.
Headline GDP growth should fall in Q1 as exports slow, despite robust inbound Chinese tourism.

Duncan WrigleyChina+

10 March 2025 China+ Monitor China's private-sector pep is returning, thanks to policy signals

The February CKGSB business conditions index surged to the highest since May 2023.
Private firms are cheered by policy signals such as President Xi’s meeting and the Q4 stimulus impact.
But they still expect deflation over the next six months; China’s reflation strategy is mainly to boost demand.

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 March 2025: China's steps up fiscal support

China's steps up fiscal support in a measured fashion; room for further easing
Caixin services activity improves

Duncan WrigleyChina+

6 March 2025 China+ Monitor Premier Li announces step-up in fiscal support; still room for more

Premier Li yesterday announced additional stimulus equivalent to 1.7% of GDP, to bolster growth.
The disappointing funding amount for consumer subsidies can be boosted to offset slowing exports.
Government land and property inventory purchases should moderately speed up the real estate recovery.

Duncan WrigleyChina+