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+ Datanote: Caixin Manufacturing PMI, China, January

Caixin PMI holds up better than official index

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 February 2025: Caixin PMI holds up better than official PMI

China's Caixin PMI holds up better than official index
Korean PMI rebounds with underlying export growth in decent shape

Duncan WrigleyChina+

China+ Datanote: Tokyo CPI, Japan, January

Tokyo inflation bumps up on mounting food inflation

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 January 2025: Tokyo inflation bumps up

Tokyo inflation bumps up on mounting food inflation

Duncan WrigleyChina+

3 February 2025 China+ Monitor DeepSeek puts Chinese AI on the map; a wake-up call for investors

  • DeepSeek shows China can make cutting edge AI models, even if the training cost claims are murky.
  • Chinese AI firms are likely to trail closely behind cutting-edge US leaders and improve in some ways.
  • The PBoC’s asymmetric reaction function means the USD CNY downside is larger than the upside.

Duncan WrigleyChina+

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Keywords for: Publications

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