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.

Please use the filters on the right to search for a specific date or topic.

Datanotes Kelvin Lam (Senior China+ Economist)

CHINA+ DATA WRAP 31 May 2024: China's NBS PMIs surprised to the downside

Manufacturing activities flounder in May on weakening domestic and external demand

Non-manufacturing PMI stalls as construction activity slow sharply

Japan’s Tokyo inflation accelerates on the back of expiring energy subsidies

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 May 2024: April's industrial profits show slower recovery

April's industrial profits show slower recovery due to protracted reflation cycle

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoK Decision, Korea, May

In one line: The Bank of Korea stands pat in May, citing upside risks to inflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 May 2024: The BoK stays put in May, citing upside risks to inflation

The Bank of Korea stands pat in May, citing upside risks to inflation

Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Services activity continues to grow at solid pace in May 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20-Day Exports, Korea, May

In one line: Korea's 20-day exports hit hard by May’s fewer working days but underlying momentum was improving on a WDA basis.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 May 2024: Korea's 20-day exports hit hard by fewer working days

In one line: Korea's 20-day exports hit hard by May’s fewer working days but underlying momentum was improving on a WDA basis.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 20 May 2024: China's banks held LPR unchanged

China's banks held LPR steady in May; More funding is need to prop up the real estate sector

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: LPR, China, May

China's banks held LPR steady in May; More funding is need to prop up the real estate sector

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 11 May 2024

Despite tick-up in China CPI, demand is still weak; Producers still battle deflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, April

In one line: Chinese producers still battle deflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, April

In one line: China’s FX reserves fell sharply in April, thanks to a stronger dollar and a record rise in US yields  

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 May 2024

In one line: Korean export recovery continues, thanks to resilient US and Chinese demand

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