Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 6 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.

Monetary Policy Duncan Wrigley

China+ Datanote: BoJ Policy Decision, Japan, April

The BoJ resists JPY market pressure in keeping the policy rate target range steady

Duncan WrigleyChina+

CHINA+ DATA WRAP 26 April 2024: BoJ holds steady

The BoJ holds the policy rate steady; Tokyo consumer inflation cools, thanks to education subsidies

Duncan WrigleyChina+

China+ Datanote: BoK Policy Decision, Korea, February

  • The BoK stays put, but changing voting pattern hints at future policy shift

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 February 2024: BoK on hold; Japanese flash PMIs

BoK on hold, but hinting at future easing; Japan's flash PMIs indicate continued sluggishness

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, February

Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 February 2024: surprise 25bp five-year LPR cut

Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, January

The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 JANUARY 2024: The BoJ keeps policy steady

The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, January

The PBoC keeps the MLF rate on hold, gauging the impact of other easing measures

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, December

The BoJ stays put as inflation slows and currency pressure eases

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 DECEMBER 2023

The BoJ stays put as inflation slows and currency pressure eases

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 OCTOBER 2023

  • The BoJ makes tweak to yield curve control policy, while expecting core inflation to fall in 2024
  • China’s fall in manufacturing activity reinforces the need for continued economic support
  • China’s infrastructure construction activity is holding up

Duncan WrigleyChina+

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Keywords for: Publications

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