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 Manufacturing PMI, China, May
Duncan WrigleyChina+
China's Caixin PMI rises, thanks to robust consumer goods output
Korean manufacturing PMI hits a two-year high
Duncan WrigleyChina+
- China’s new property-market measures aim to stabilise the sector, rather than return to the boom times.
- The focus on housing-inventory reduction is the right direction, but the funding so far is too small.
- First-tier cities will probably bottom out first, but overall a drawn-out rebound is still on the cards.
Duncan WrigleyChina+
- Japan’s consumer inflation continued to slow in April, with a notable cooling in food inflation.
- The phased removal of energy subsidies, then higher import costs, will lift inflation in the rest of the year.
- Japan is still far from seeing sustained inflation based on consumption growth; no rate hike until Q4.
Duncan WrigleyChina+
Japan’s consumer inflation still cooling, as the BoJ monitors wage inflation and the impact of the weak JPY
Duncan WrigleyChina+
Japan's exports maintain steady growth, led by cars and chips
Duncan WrigleyChina+
- Policymakers on Friday announced a raft of property support measures aimed at tackling oversupply...
- ...But the funding allocated to buy up unsold housing inventory is just the start, and more will be needed.
- In April, second-hand housing prices plunged at their steepest rate since September 2014.
Duncan WrigleyChina+
China activity - retail sales slow as industrial output rebounds; likely major property policy announcement due today
Duncan WrigleyChina+
- China’s April retail sales were hit by falling auto sales; the trade -in incentives should provide support.
- Industrial output regained its vim in April, led by high-tech manufacturing.
- Renewed government-bond issuance should restore infrastructure investment growth, after the April dip.
Duncan WrigleyChina+
