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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Daily Monitor

3 June 2025 China+ Monitor Korea heads to the polls amid economic and trade uncertainty

  • Both candidates in the presidential election have committed to a KRW30T fiscal plan to boost the economy.
  • May’s export growth was not as weak as it appeared; WDA monthly and annual growth were positive.
  • Still, tariff and trade-policy uncertainty will continue to weigh on Korea’s GDP growth in 2025.

3 June 2025 UK Monitor Consumers are spending rather than saving

  • Consumers are back to spending rather than saving, which should keep GDP growth ticking along.
  • Households seem to be reducing saving, and borrowing on credit cards to support spending.
  • Manufacturing is past the worst, and so far we see little sign of trade diversion cutting goods inflation.
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Keywords for: Publications

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