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.

Please use the filters on the right to search for a specific date or topic.

Datanotes Kelvin Lam (Senior China+ Economist)

Global Datanote: Exports, Korea, September, 2025

In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.

China+ Datanote: Foreign Reserves, China, September

In one line: China’s FX reserves edge higher, supported by portfolio inflows and persistently strong trade surplus.

China+ Datanote: Exports, Korea, September

In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.

China+ Datanote: Tankan Survey, Japan, Q3

In one line: Fimer Tankan readings pave way for BoJ policy normalisation in October.

China+ Datanote: Manufacturing PMI ,Korea, September

In one line: Korean manufacturing activity surged in September on stronger orders and output.

China+ Datanote: Industrial Profits, China, August

In one line: China’s industrial profit rebound lacks breadth, with only seven industries show accelerating positive gains.

Global Datanote: 20-Day Exports, Korea, September 2025

In one line: Korea’s September WDA exports plunge, led by US and China.

Global Datanote: BoJ Decision, Japan, September 2025

In one line: BoJ stays put on rates in September, starts ETFs and J-REITs offloading plan

Global Datanote: LPR, China, September 2025

In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market

China+ Datanote: LPR, China, September

In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market

China+ Datanote: 20-Day Exports, Korea, September

In one line: Korea’s September WDA exports plunge, led by US and China.

China+ Datanote: BoJ Decision, Japan, September

In one line: BoJ stays put on rates in September, starts ETFs and J-REITs offloading plan

China+ Datanote: FX Reserves, China, August

In one line: Valuation effects lift China’s FX reserves in August; expect them to drive reserves higher in H2

Global Datanote: Exports, China, August, 2025

In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength

China+ Datanote: Exports, China, August

In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength

China+ Datanote: Wages, Japan, July

In one line: Japan's real wage turned positive for the first time in seven months, paving the way for an October BoJ hike.

China+ Datanote: Flash Services PMI, Japan, August

In one line: Japan’s private sector activity posts its fastest rise since February, with broad based services and manufacturing improvements.

Global Datanote: Flash Mfg PMI, Japan, August, 2025

In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.

China+ Datanote: Flash Mfg PMI, Japan, August

In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.

Global Datanote: Exports, Japan, July, 2025

In one line: Japan’s export show strain from tariffs, with cars and steel leading declines.

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Keywords for: Publications

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