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.
Duncan Wrigley
- A PBoC official on Thursday hinted that an RRR cut is imminent...
- ...even though the bond market’s performance in August indicates ample liquidity.
- A likely cut to existing-mortgage rates won’t move the needle on consumption.
Duncan WrigleyChina+
- Japan’s nominal wage growth held up well in July, thanks to both bonuses and regular pay rises.
- Headline wage growth is likely to fade in the coming months, but that won’t shift the BoJ.
- The timing of the BoJ’s next rate hike is dependent on its perception of market risk.
Duncan WrigleyChina+
Japan's wage surge largely propelled by bonuses, but regular pay also making gains
Duncan WrigleyChina+
- China’s August services PMIs indicate steady demand growth, but activity was hit by bad weather.
- Services firms cut prices, in response to fierce competition, despite rising costs.
- Consumers remain much more keen to spend on tourism rather than big-ticket items or housing.
Duncan WrigleyChina+
Severe competition drives services price cuts in China, despite resilient demand
Duncan WrigleyChina+
Caixin headline manufacturing index makes only minor revival, dragged by sinking new export orders
Duncan WrigleyChina+
Caixin manufacturing index still at low level, despite modest uptick
Korea's manufacturing index robust, but export orders slip
Duncan WrigleyChina+
- China’s controversial ‘housing pension’ scheme rollout highlights the cost of an aging housing stock.
- Homeowners worry they will have to foot more of the bill for maintaining housing; another reason to save.
- Q2 credit data suggest the game plan to hit “about 5%” GDP growth this year is running into obstacles.
Duncan WrigleyChina+
