Pantheon Macroeconomics

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Global Publications

Below is a list of our Global 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.

China

Global Datanote: PPI, China, June 2021

In one line: PPI inflation may not have peaked yet

Ian Shepherdson (Chief Economist and Founder)9th Jul 2021 10:33Global

Global Datanote: State Council Signals RRR cut, China 2021

In one line: An RRR cut is not a broad shift towards easing

Ian Shepherdson (Chief Economist and Founder)8th Jul 2021 13:51Global

Global Datanote: Official Manufacturing PMI, June, China 2021

In one line: PMI signals a more modest pick-up for June PPI inflation

Freya Beamish (Chief Asia Economist)30th Jun 2021 14:02Global

Global Datanote: PPI, China, May 2021

In one line: PPI inflation will edge higher and stay lofty through H2

Ian Shepherdson (Chief Economist and Founder)9th Jun 2021 10:35Global

Global Datanote: Loan Prime Rate, May, China 2021

In one line: Energy inflation is still rising; the soft core is mainly due to technical distortions. 

Ian Shepherdson (Chief Economist and Founder)20th May 2021 10:53Global

Global Datanote: Loan Prime Rate, China, April 2021

In one line: The PBoC is happy with where rates are, for now.

Ian Shepherdson (Chief Economist and Founder)20th Apr 2021 10:03Global

Global Datanote: Official Manufacturing PMI, China, March 2021

In one line: A punchy bounce, but don't expect the hard data to follow suit.

Ian Shepherdson (Chief Economist and Founder)31st Mar 2021 10:04Global

Global Datanote: LPR, March China; 20-day Exports, march, Korea 2021

LPR, March China; 20-day Exports, march, Korea 2021

Samuel Tombs (UK Economist)22nd Mar 2021 10:27Global

GlobalDatanote: PPI, February, China 2021

In one line: Commodities are driving the PPI inflation higher.

Peter Bennett10th Mar 2021 14:33Global

Global Datanote: Official and Caixin Manufacturing PMI, China, February

In one line: The PMIs don't fully account for Lunar New Year, especially the official versions

Ian Shepherdson (Chief Economist and Founder)1st Mar 2021 13:33Global

Global Datanote: LPR, China, February; 20-day exports, Korea, February

In one line: The Bank is re-anchoring markets at the reverse repo rate, Korean exports continue to defy Covid blues

Ian Shepherdson (Chief Economist and Founder)23rd Feb 2021 16:14Global

Global Datanote: PPI, China, January 2021

In one line: PPI inflation is still all about commodities

Ian Shepherdson (Chief Economist and Founder)10th Feb 2021 15:30Global

Global Datanote: China and Korea Manufacturing PMIs, January; Korea exports, January 2021

In one line: China's manufacturing PMI points to renewed Covid strife in global trade; In one line: Korean exports... still holding up; In one line: Somebody forgot to notify...

Ian Shepherdson (Chief Economist and Founder)1st Feb 2021 11:16Global

Global Datanote: Inflation IPCA, Brazil, December 2021

In one line: Overshooting expectations just before the second wave.

Ian Shepherdson (Chief Economist and Founder)12th Jan 2021 13:44Global

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