Pantheon Macroeconomics
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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: Japan's headline consumer inflation slows after energy subsidies restart; upper house election poses JGB risks
Japan's headline consumer inflation slows after energy subsidies restart
upper house election poses JGB risks
Low simply because auto plant shutdowns have been less prevalent than usual.
Sales growth less impressive in real terms; consumer slowdown continues.
In one line: Still on track to hand the ECB a 25bp rate cut in September.
In one line: Still on track to hand the ECB a 25bp rate cut in September.
Services disinflation is partly countering the tariff uplift to goods prices.
In one line: Better external sector performance likely to support Q2 GDP due tomorrow
In one line: Better external sector performance likely to support Q2 GDP due tomorrow.
In one line: BoK hold rates in July, keeping an eye on trade developments and overheating property market in Seoul.
In one line: China’s FX reserves rebounded in June on currency and bond revaluation gains.
In one line : Japanese wage growth is not as weak as it looks, the wage slump was mostly about bonuses.
In one line: China’s services momentum cools amid property drag and post-holiday blues; Caixin composite PMI signals softer Q2 GDP.
In one line: Japan's manufacturing PMI rebound on stockpiling activity, but domestic demand softens
In one line: Korea's 20-day exports rebound in June on front loading ahead of reprieve expiry
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence