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 2 February 2026: China's manufacturing PMIs diverge

In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries; Korean PMI lifted by AI-related chip sector

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 January 2026: Sharp drop in Tokyo inflation

In one line: Sharp drop in Tokyo inflation largely due to one-off factors; won't change BoJ outlook

Duncan WrigleyChina+

2 February 2026 China+ Monitor BoJ likely more focused on JPY than slowing Tokyo inflation

  • Tokyo headline inflation fell 0.5pp to 1.5% in January, but driven mainly by one-off factors.
  • Inflation should slow this year, be cause of cooling food prices, despite the recent bout of JPY weakness.
  • The BoJ is likely to next hike rates in Q4, providing currency moves are manageable.
Duncan WrigleyChina+
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Keywords for: Publications

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