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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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In one line: China industrial profits 2025: first positive turn in four years, but the path forward remains challenging
In one line: BoJ stands pats in January, but inflation momentum keeps tightening chances intact.
In one line: Japan’s PMIs jump in January, pointing to firmer labour demand, especially in manufacturing.
In one line: Japan CPI slump driven by energy and fresh food; underlying inflation remains sticky
In one line: Korea’s 20-day exports rebound buoyed by base effects; monthly momentum actually slowed in January.
In one line: China’s LPR on hold in January; targeted structural rate cuts unclog credit supply and hopefully induce more loan demand.
In one line: China inflation was firmer in December, but sustained reflation remains challenging
In one line: Bank of Korea drops its easing bias as currency stability takes priority
In one line: Diversification keeps China exports float in 2025; December export upticks largely support by ASEAN & BRICS demand
In one line: China’s PPI sees firmer monthly momentum, but sustained reflation remains challenging
In one line: China’s FX reserves rise on currency valuation gains as dollar weakens in December
In one line: China’s manufacturing PMIs edges back into expansion, but sustainability remains in question
In one line: China's manufacturing and non-manufacturing PMIs rebound, but momentum looks fragile
In one line: China’s industrial profit recovery stalled as growth driver weaken in October
In one line: Bank of Korea stand pats on better growth prospects, higher inflation trend due to the weak won
In one line: Japan’s services and manufacturers face worsening inflation dynamics.
In one line: Korea’s WDA 20 day export growth moderates in November despite headline rebound.
In one line: Japan’s inflation and currency backdrop favours policy normalisation, but politics cloud a near-term BoJ hike.
In one line: China holds fire on LPR cuts amid banking NIM compression
In one line: China's October activity data show broad-based weakness, despite some positivity on the inflation and profits fronts
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