Pantheon Macroeconomics
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Below is a list of our Global Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.
In one line: Korea’s September WDA exports plunge, led by US and China.
In one line: BoJ stays put on rates in September, starts ETFs and J-REITs offloading plan
In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market
In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength
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: Korea’s 20-day exports rebound in August, monthly momentum firms despite fading US front-loading.
In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser
In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead
In one line: China keeps LPR unchanged, further easing expected in the second half of 2025
In one line: Korea’s early export data remains sturdy on WDA basis amid US trade uncertainty
In one line: Better external sector performance likely to support Q2 GDP due tomorrow
In one line: Japan's manufacturing PMI rebound on stockpiling activity, but domestic demand softens
In one line: Korea's 20-day exports rebound in June on front loading ahead of reprieve expiry
In one line: Japan’s GDP shrinks for the first time in a year, reinforcing the BoJ's wait-and-see stance.
In one line: Japan's core inflation surprised on the upside, but unlikely to sway BoJ into hiking mode
In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June
In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June
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