Pantheon Macroeconomics
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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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Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting
China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut
In one line: Chineses banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers.
In one line: Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.
Chinese banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers
Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.
In one line: Japan’s core inflation remains strong; the BoJ is unmoved by CPI fall driven by transitory factors.
In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments
In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments
In one line: China export growth strategy faces challenges in H2, signalling growing need for domestic stimulus.
In one line: China’s insufficient demand and over capacity continue to weigh on producer prices
In one line: China's deepening deflation fears highlight the need for greater fiscal stimulus
In one line: The Bank of Korea cuts rates for the first time in four and a half years
In one line: Korea’s resilient export growth continues on a working day adjusted basis in September.
In one line: The Bank of Korea cuts rates for the first time in four and a half years
In one line: China's FX reserves rose more than expected in September
In one line: China’s manufacturing downturn persists amid weak demand, while non-manufacturing activity stagnates
In one line: China’s manufacturing downturn persists amid weak demand
In one line: Tokyo inflation dips in September as energy subsidies reinstated; Underlying inflation remains resilient
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence