Pantheon Macroeconomics

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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.

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Duncan Wrigley

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+

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