Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 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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Daily Monitor Kelvin Lam (Senior China+ Economist)

15 April 2025 China+ Monitor China's exports rebound, but tariff cloud still looms over electronics

  • China’s export growth bounced back in March, due to a pick-up in activity after the Lunar New Year holiday.
  • The increase in shipments was particularly strong to traditional markets, the G7 and the EU.
  • President Trump’s postponement of tariffs on electronic goods gives Chinese exports a breather.
Kelvin Lam (Senior China+ Economist)China+

11 April 2025 China+ Monitor Beyond tit-for-tat tariffs: what Xi's China is really fighting for

  • China is unlikely to back down openly because of Mr. Xi’s personality and the country’s historical context.
  • The State Council published a white paper outlining the official stance on Sino-US trade frictions.
  • China will need to worry about second-order retaliation from the US via Vietnam and Mexico.
Kelvin Lam (Senior China+ Economist)China+
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Keywords for: Publications

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