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.

Kelvin Lam (Senior China+ Economist)

PM Datanote: BoK Decision, Korea, April

In one line: BoK stays put, leaving canvas blank for incoming Shin amid war-induced growth and inflation risks.

PM Datanote: Wages, Japan, February

In one line: Japan’s solid wage growth beats expectations, supporting an April’s BoJ hike.

PM Datanote: Whole Economy PMI, Hong Kong, March

In one line: Hong Kong PMI falls below 50 for first time since August 2025 amid war uncertainty in the Middle East

PM Datanote: RatingDog Services PMI, China, March

In one line: China’s RatingDog services PMI cools on payback effect, wither employment softening

PM Datanote: Exports, Korea, March

In one line: Korea exports surge on higher chip prices and post-LNY boost;  the BoK turns cautious 

CN Datanote: CPI, China, March

In one line: China CPI: Post LNY decline less pronounced as energy contribution rises 

CN Datanote: PPI, China, March

In one line: China ends 41-month of PPI deflation as war-driven energy spike lifts prices

CN Datanote: PPI, China, April

In one line: China’s PPI jumps on energy shock as war-driven reflation accelerates

CN Datanote: CPI, China, April

In one line: China’s CPI surprises to the upside as energy inflation accelerates in April

CN Datanote: Exports, China, April

In one line: China trade surplus rebounds as tech demand outweighs war-driven energy shock

CN Datanote: Foreign Reserves, China, April

In one line: China’s reverse jump in reserves reflects changes in market risk appetite

CN Datanote: RatingDog Services PMI, China, April

In one line: China’s RatingDog services PMI lifted by domestic demand on new product launches and innovation

CN Datanote: Whole Economy PMI, Hong Kong, April

In one line: Hong Kong PMI weakens as employment and domestic demand deteriorate amid war uncertainty

11 May 2026 China+ Monitor Beijing sets terms for Xi-Trump summit amid ongoing Iran tensions

  • A US delegation was already in Beijing last week, paving the way for a likely visit from Mr. Trump this Thursday.
  • April’s rebound in FX reserves reflects swings in market risk appetite as the war in Iran continues.
  • China’s MoF plans to issue a record level of Dim Sum bonds in Hong Kong to rebalance liquidity offshore.

PM Datanote:Industrial Profits, China, March

In one line: Hi-tech and energy-related upstream sectors drive Chinese industrial profit growth higher in Q1

PM Datanote: National CPI, Japan, March

In one line: Japan National CPI firms on core goods and fading energy drag; BoJ likely to delay hike next week.

PM Datanote: Flash PMIs, Japan, April

In one line: Japan manufacturing boosted by precautionary front-loading amid supply shocks while services slow

PM Datanote: Exports, Japan, March

In one line: Japan exports rebound in March on post-LNY China demand; BoJ hike likely delayed to June after media leak

PM Datanote: 20-Day Exports, Korea, April

In one line: Korea exports still strong in early April, led by semiconductors.

PM Datanote: Loan Prime Rates, China, April

In one line: China’s LPR steady in April amid NIM pressure

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