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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.
Please use the filters on the right to search for a specific date or topic.
In one line: A cyclical low; a gentle rebound now lies ahead.
In one line: A further near-term rise is coming before a plunge in early 2026.
In one line: The ECB is happy at 2%, for now.
In one line: The ECB is happy at 2%, for now.
In one line: ECB doves need better persuasion skills.
In one line: ECB doves need better persuasion skills.
In one line: Valuation effects lift China’s FX reserves in August; expect them to drive reserves higher in H2
In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength
In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength
In one line: Japan's real wage turned positive for the first time in seven months, paving the way for an October BoJ hike.
In one line: Japan’s private sector activity posts its fastest rise since February, with broad based services and manufacturing improvements.
In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.
In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.
In one line: Japan’s export show strain from tariffs, with cars and steel leading declines.
In one line: Japan’s export show strain from tariffs, with cars and steel leading declines.
In one line: Korea’s 20-day exports rebound in August, monthly momentum firms despite fading US front-loading.
In one line: Korea’s 20-day exports rebound in August, monthly momentum firms despite fading US front-loading.
In one line: Japan Q2 GDP: Net trade and business investment lift growth; likely to bolster BoJ’s determination to hike.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence