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
Caixin services PMI offers glimmers of hope
Japanese manufacturing activity is struggling
Duncan WrigleyChina+
- The Caixin PMI indicated rising service activity in December, in contrast to the depressed official PMI...
- ...But the Caixin PMI has been a better leading indicator of services production recently.
- Consumer services demand is likely to continue to outperform soft consumer goods demand in 2024.
Duncan WrigleyChina+
- Developer funding improved in November, thanks to regulatory support to ensure project completions.
- Home sales continue to fall steeply, but construction activity appears to be bottoming out at a low level.
- A sharp fall in existing-home prices likely indicates a supply surge as investors offload properties.
Duncan WrigleyChina+
- - CHINA PRIORITISES RESTRUCTURING OVER GROWTH
- - FALLING INFLATION SHOULD DELAY BOJ TIGHTENING
- - BOK WORRIED ABOUT HIGH HOUSEHOLD DEBT
Duncan WrigleyChina+
The BoJ stays put as inflation slows and currency pressure eases
Duncan WrigleyChina+
The BoJ stays put as inflation slows and currency pressure eases
Duncan WrigleyChina+
- The BoJ announced no change to its easy policy settings yesterday.
- Falling U.S. yields have eased pressure on the yen, lessening the urgency of a BoJ policy shift.
- The December flash PMIs indicate falling manufacturing demand, but resilient services activity.
Duncan WrigleyChina+
