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

8 November 2024 China+ Monitor China's calibrated response to the return of President Trump

Mr. Trump’s win likely means China’s NPC will today approve only modest stimulus to boost confidence.
But a bigger multi-year package is likely on the way, with more leeway to mitigate the impact of tariffs.
The BoJ is likely to favour growth with a slower pace of rate hikes but be alert to the risk of JPY weakness.

Duncan WrigleyChina+

6 November 2024 China+ Monitor China's service sector ticks up, thanks to policy lift to sentiment

China’s October Caixin services PMI points to stronger activity in the month.
Services firms’ sentiment is reviving, as policy support lifts consumption and some property sales.
But the longevity of this burgeoning rebound hinges on further policy support, with news likely on Friday.

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 November 2024: Caixin services PMI points to activity uptick

Caixin services PMI points to activity uptick

Duncan WrigleyChina+

4 November 2024 China+ Monitor China's PMIs point to stimulus gradually gaining purchase

Both of China’s October PMIs suggest that fiscal stimulus is star ting to take effect.
The output price indices also rose, though it’s too early to pop a cork over China’s deflation fight.
The PBoC’s new liquidity tool provides more flexibility in managing long-term funding.

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, October

The BoJ stays pat and Governor Ueda keeps options open

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, October

China’s existing stimulus produces initial results, as state sector heeds strong policy signals

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 October 2024: China's stimulus lifts manufacturing PMI

China's stimulus lifts manufacturing PMI
BoJ stays pat and Governor Ueda keeps options open

Duncan WrigleyChina+

1 November 2024 China+ Monitor BoJ keeps options open, amid political risks at home and abroad

The BoJ left the policy rate on hold yesterday, at 0.25%, as expected given the recent election.
Governor Ueda was deliberately vague about signalling the timing of the next rate hike.
China’s October official PMI shows fiscal stimulus gaining traction, led by large enterprises.

Duncan WrigleyChina+

China+ Datanote: Flash Manufacturing PMI, Japan, October

Flash manufacturing PMI shows weakening demand across the board

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 October 2024: Japan's flash composite PMI emits warning sign

Japan's flash composite PMI emits warning signal
Flash manufacturing PMI reports weakening demand across the board
Services sector activity cools dramatically

Duncan WrigleyChina+