- © 2026 Pantheon Macroeconomics
- Tel: +1 914 610 3830
Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
Encouraging signs, but an unreliable guide to the hard data.
In one line: More hawkish data for EZ short-term bonds to digest.
In one line: Surge in investment boosted Q4 growth.
In one line: Inflation holds steady; negative rates even less likely than earlier.
In one line: Inflation holds steady; negative rates even less likely than earlier.
In one line: Korean PMI points to building inflation pressure
Rising domestic and external demand lifting most boats in ASEAN
In one line: Korea’s export jump exaggerated by LNY timing; semiconductors still underpin growth.
In one line: Property and construction weakness drags China’s non-manufacturing PMI below 50
In one line: China’s manufacturing PMI slips, as a larger-than-usual post-December festive and pre-LNY demand pullback exposes weak fundamentals.
In one line: Korea exports surge in full-month February on global AI investment boom
Encouraging signs, but big headwinds remain.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence