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: Tentative signs of a recovery after the mayhem of 2025.
In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries
In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries; Korean PMI lifted by AI-related chip sector
Sturdy manufacturing momentum in ASEAN is holding up
Two-way trade in Indonesia ends 2025 on a solid note
A deceptively soft January headline CPI print in Indonesia
In one line: Decent Q4, with revisions now signalling strong growth in 2025.
In one line: China industrial profits 2025: first positive turn in four years, but the path forward remains challenging
In one line: BoJ stands pats in January, but inflation momentum keeps tightening chances intact.
In one line: Japan’s PMIs jump in January, pointing to firmer labour demand, especially in manufacturing.
In one line: Japan CPI slump driven by energy and fresh food; underlying inflation remains sticky
In one line: Korea’s 20-day exports rebound buoyed by base effects; monthly momentum actually slowed in January.
In one line: Falling energy and services inflation overpowered by rising inflation in food and core goods.
In one line: The EZ ends 2025 on a high.
In one line: The EZ ends 2025 on a high.

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