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)

March 2025 - China+ Chartbook

  • - CHINA CRANKS UP FISCAL SUPPORT; LIKELY MORE TO COME
  • - BOJ SHIFTING TO HAWKISH BIAS AS FOOD INFLATION RISES
  • - KOREA CHIP EXPORTS UNDER COMPETITIVE PRESSURE

Kelvin Lam (Senior China+ Economist)China+

20 March 2025 China+ Monitor BoJ stands pat in March on external trade policy considerations

  • The BoJ left rates unchanged at yesterday’s meeting, citing the evolving external situation as a new risk.
  • The Bank considers developments in domestic wages and prices are in line with it achieving its policy target.
  • We continue to expect two more hikes in 2025, taking rates to 1%, with the next rise in Q2.

Kelvin Lam (Senior China+ Economist)China+

11 March 2025 China+ Monitor China's deflation pressure mounts as CPI falls more than expected

  • China’s CPI fell more than the market expected, dragged down by weak food and services inflation.
  • PPI deflation eased slightly; NDRC announced a cut to steel production and measures to curb ‘Nei Juan’.
  • Japan’s full-time regular base pay growth hit a 32-year high, giving the BoJ confidence to normalise rates.

Kelvin Lam (Senior China+ Economist)China+

5 March 2025 China+ Monitor China retaliates with tariffs on US agricultural products

  • China has retaliated to US tariffs with its own tariffs on American agricultural products, and company bans.
  • Korean WDA exports reversed trend and fell in February, due to weaker demand for semiconductors.
  • Korea’s low-end chip production is facing intense competition from China, leading to falling unit prices.

Kelvin Lam (Senior China+ Economist)China+

18 February 2025 China+ Monitor Japan's Q4 GDP surprises to the upside, paving way for BoJ to hike

  • Japan’s Q4 GDP grew by more than the market had expected, driven primarily by stronger net exports.
  • Domestic demand disappointed, though spending on durables was strong; business investment rebounded.
  • US trade policy uncertainty is overshadowing certain industrial sectors, weighing on Japan’s future growth.

Kelvin Lam (Senior China+ Economist)China+

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