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

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+ DATA WRAP 20 DECEMBER 2023

China keeps lending rates steady; Japan's exports shrink for the first time in 3 months

Kelvin Lam (Senior China+ Economist)China+

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+

EZ Datanote: SNB Rate Decision, Q4 2023

In one line:  A clear dovish shift; rate cuts are next. 

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: U.K. MPC Decision, Minutes & Monetary Policy Report, November

  • In one line: New forecasts signal no rate cuts in 2024, but the MPC won’t be bound by them. 

Samuel TombsUK

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