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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Datanotes Kelvin Lam (Senior China+ Economist)

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.

China+ Datanote: Exports, Japan, July

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

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

In one line: Korea’s 20-day exports rebound in August, monthly momentum firms despite fading US front-loading.

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

In one line: Korea’s 20-day exports rebound in August, monthly momentum firms despite fading US front-loading.

China+ Datanote: Preliminary GDP, Japan, Q2

In one line: Japan Q2 GDP: Net trade and business investment lift growth; likely to bolster BoJ’s determination to hike.

Global Datanote: PPI, China, July, 2025

  • In one line: China’s producer prices continue to fall amid involution and weak demand

China+ Datanote: PPI, China, July

In one line: China’s producer prices continue to fall amid involution and weak demand

China+ Datanote: CPI, China, July

In one line: China’s CPI stays flat in July as disinflation pressure lingers on weak demand 

Global Datanote: BoJ Decision, Japan, July

In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser 

Global Datanote: Official Manufacturing PMI, China, July

In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead

Global Datanote: Loan Prime Rates, China, July

In one line: China keeps LPR unchanged, further easing expected in the second half of 2025

Global Datanote: 20-Day Exports, Korea, July

In one line: Korea’s early export data remains sturdy on WDA basis amid US trade uncertainty 

China+ Datanote: Foreign Reserves, China, July

In one line: China’s FX reserves dip on stronger dollar and bond loses in July.

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