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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 ends 41-month of PPI deflation as war-driven energy spike lifts prices
In one line: China’s PPI jumps on energy shock as war-driven reflation accelerates
In one line: China’s CPI surprises to the upside as energy inflation accelerates in April
In one line: China trade surplus rebounds as tech demand outweighs war-driven energy shock
In one line: China’s reverse jump in reserves reflects changes in market risk appetite
In one line: China’s RatingDog services PMI lifted by domestic demand on new product launches and innovation
In one line: Hong Kong PMI weakens as employment and domestic demand deteriorate amid war uncertainty
In one line: Hi-tech and energy-related upstream sectors drive Chinese industrial profit growth higher in Q1
In one line: Japan National CPI firms on core goods and fading energy drag; BoJ likely to delay hike next week.
In one line: Japan manufacturing boosted by precautionary front-loading amid supply shocks while services slow
In one line: Japan exports rebound in March on post-LNY China demand; BoJ hike likely delayed to June after media leak
In one line: Korea exports still strong in early April, led by semiconductors.
In one line: China’s LPR steady in April amid NIM pressure
In one line: Bank of Korea hold rates at 2.50%; Adding Fed-style dot plot to anchor market expectations, signals six months hold
In one line: Korea’s 20-day exports surge in February on semiconductors, despite fewer working days, as DRAM prices soar in Q1
In one line: Japan exports spike on Lunar New Year boost, strong momentum unlikely to last.
In one line: Japan’s softer than expected GDP outturn reinforces our case for a later than market rate hike.
In one line: China’s Q4 current account surplus surges on strong goods exports
China's PPI reflation remains patchy; CPI falls back on Lunar New Year timing
In one line: China’s PPI deflation eases further in January, but improvements were patchy.
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