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)

12 June 2025 China+ Monitor China-US deal upheld after London talks, but still a long way to go

  • Handshakes in London iron out implementation of the US-China deal struck in Geneva, subject to approval.
  • The 90-day tariff reprieve revived China’s exports in May, temporarily, with trade diversion to the EU…
  • …Uncertainty-induced front-loading demand puts a floor under monthly growth ahead of reprieve expiry.
Kelvin Lam (Senior China+ Economist)China+

3 June 2025 China+ Monitor Korea heads to the polls amid economic and trade uncertainty

  • Both candidates in the presidential election have committed to a KRW30T fiscal plan to boost the economy.
  • May’s export growth was not as weak as it appeared; WDA monthly and annual growth were positive.
  • Still, tariff and trade-policy uncertainty will continue to weigh on Korea’s GDP growth in 2025.
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