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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.
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China's Caixin services activity index slows during tourism off-season
Mixed picture for China's manufacturers
Mixed picture for China's manufacturers
Japanese and Korean firms hit by mounting import costs
Korean exports lifted by AI-chip demand
Tokyo consumer inflation nudged up by the removal of energy subsidies
Industrial profits hit by rising costs and dull demand
Korean exports power ahead thanks to AI-chip shipments
Korean WDA 20-day exports forge ahead, thanks to AI chip boom
Japan's consumer inflation ticks up, despite softening flash PMI readings
Japan's exports buoyed by US and Chinese demand, despite falling shipments to the EU
China activity bolstered by equipment upgrade and home appliance trade-in policies, despite weak property and auto sales
Government bond issuance props up credit creation, as M1 takes a dive
Japan's revised Q1 GDP still points to miserable domestic demand
China's robust May export growth largely propelled by shipments to ASEAN
China's Caixin PMI rises, thanks to robust consumer goods output
Korean manufacturing PMI hits a two-year high
Japan’s consumer inflation still cooling, as the BoJ monitors wage inflation and the impact of the weak JPY
Japan's exports maintain steady growth, led by cars and chips
China activity - retail sales slow as industrial output rebounds; likely major property policy announcement due today
The PBoC leaves the MLF rate unchanged, despite the April credit data dip
The PBoC leaves the MLF rate unchanged, despite the April credit data dip
China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence