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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: Strong trade surplus likely offsets valuation drag on China’s FX reserves
In one line: China’s RatingDog composite PMI signals faster Q2 GDP growth; services PMI lifted by holiday demand
In one line: Hong Kong PMI partially recovers on Golden Week tourism demand and construction.
In one line: Korea’s WDA export growth accelerates further on rising chip demand.
In one line: China’s RatingDog PMI reinforces NBS evidence of softer industrial production and export growth in May
In one line: Korea’s manufacturing activity hit a 5 year high on precautionary stock-building
In one line: Holiday services demand lifts China's non-manufacturing activity, while construction activity recovers slightly
In one line: China’s official PMI weighed down by May holiday disruption and payback from March’s overshoot.
In one line: Japan’s export growth accelerates on rising legacy chip prices
In one line: Korea’s chip export boom masks the underlying K-shaped recovery
In one line: Japan's services activity stalls in May, likely hit by slowing inbound tourism
In one line: Japan’s manufacturing expansion slows in May, but precautionary front-loading continues
In one line: Japan’s Q1 GDP beats expectations, but extended Strait closure complicates BoJ tightening
In one line: China trade surplus hit by soft exports and hi-tech driven imports
In one line: BoK stays put, leaving canvas blank for incoming Shin amid war-induced growth and inflation risks.
In one line: Japan’s solid wage growth beats expectations, supporting an April’s BoJ hike.
In one line: Hong Kong PMI falls below 50 for first time since August 2025 amid war uncertainty in the Middle East
In one line: China’s RatingDog services PMI cools on payback effect, wither employment softening
In one line: Korea exports surge on higher chip prices and post-LNY boost; the BoK turns cautious
In one line: China CPI: Post LNY decline less pronounced as energy contribution rises
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