Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 6 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.

Chartbook Duncan Wrigley

March 2024 - China+ Chartbook

CHINA+ OUTLOOK

- CHINA’S TWO SESSIONS OFFER ONLY TARGETED STIMULUS
- BOJ EXITS FROM NEGATIVE RATES; NO NEAR-TERM MOVES
- DEMAND FOR HIGH-END CHIPS LIFTS KOREAN EXPORTS

Duncan WrigleyChina+

January 2024 - China+ Chartbook

  • - CHINA WILL STAY THE COURSE, DESPITE SLOWING GROWTH
  • - BOJ IS LASER-FOCUSED ON WAGE NEGOTIATIONS
  • - KOREAN EXPORTS SHOULD BENEFIT FROM CHIP UPCYCLE

Duncan WrigleyChina+

December 2023 - China+ Chartbook

  • - CHINA PRIORITISES RESTRUCTURING OVER GROWTH
  • - FALLING INFLATION SHOULD DELAY BOJ TIGHTENING
  • - BOK WORRIED ABOUT HIGH HOUSEHOLD DEBT

Duncan WrigleyChina+

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Keywords for: Publications

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