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 solid wage growth beats expectations, supporting an April’s BoJ hike.
In one line: Hong Kong PMI falls below 50 for first time since August 2025 amid war uncertainty in the Middle East
In one line: China’s RatingDog services PMI cools on payback effect, wither employment softening
Stagnant, with no positive catalyst immediately in sight.
In one line: Korea exports surge on higher chip prices and post-LNY boost; the BoK turns cautious
In one line: China CPI: Post LNY decline less pronounced as energy contribution rises
In one line: China ends 41-month of PPI deflation as war-driven energy spike lifts prices
In one line: China’s PPI jumps on energy shock as war-driven reflation accelerates
In one line: China’s CPI surprises to the upside as energy inflation accelerates in April
In one line: China trade surplus rebounds as tech demand outweighs war-driven energy shock
In one line: China’s reverse jump in reserves reflects changes in market risk appetite
In one line: China’s RatingDog services PMI lifted by domestic demand on new product launches and innovation
In one line: Hong Kong PMI weakens as employment and domestic demand deteriorate amid war uncertainty
Another quarter of lacklustre consumption in Malaysia
The recent resilience in consumers’ spending probably is on borrowed time.
A mixed bag; hiring indicators suggest a long wait for a substantial improvement.
In one line: In one line: A strong end to Q1, but the quarter was poor all the same.

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