Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 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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Duncan Wrigley

CHINA+ DATA WRAP 1 December 2025: China's domestic demand stalling

RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
Korean manufacturing index treading water






Duncan WrigleyChina+

CHINA+ DATA WRAP 28 November 2025: Tokyo inflation slows slightly

Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026





Duncan WrigleyChina+

1 December 2025 China+ Monitor The BoJ is likely to focus on currency risks and wage prospects

  • Tokyo inflation edged down to 2.7% year-over-year in November, but the BoJ will focus more on the markets.
  • Government claims that total borrowing this year will less than last year have provided reassurance for now.
  • The 2026 wage outlook looks reasonably promising, despite the earlier profit hit to automakers from tariffs.
Duncan WrigleyChina+
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Keywords for: Publications

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