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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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In one line: China’s manufacturing growth stabilises at best; more stimulus needed for broader growth
Japan CPI outturn signals upside risks to prices; BoJ’s summary of opinions highlights diverse December views
Korea’s WDA 20-day exports remain steady ahead of Trump inauguration
In one line: Sharp rise in Japan’s CPI highlights energy and fresh food costs, BoJ holds steady
In one line: China’s commercial banks kept LPRs unchanged in December.
BoJ holds rates in December; Eyes on Ueda for rate path clues
In one line: Japan’s exports were a mixed bag in November; expect more headwinds in 2025.
In one line: Japan’s manufacturing PMI rebounds, Services activity improves ahead of festive season
China's November activity data disappoints again, but property prices show improvement
In one line: China's credit demand from the real economy slows to two-decade low
In one line: CEWC Takeaway: China prioritises demand-boosting policies for 2025, but details revealed remain underwhelming.
In one line: CEWC Takeaway: China prioritises demand-boosting policies for 2025, but details revealed remain underwhelming.
In one line: China’s export growth weakens amid slowing global demand
In one line: China’s Politburo sets the tone for 2025: "Moderately loose" monetary policy and “more" proactive fiscal plans
In one line: China’s producer price deflation eases in November amid signs of stimulus impact
In one line: China’s consumer inflation sinks further in November, led by weaker food prices, but core inflation shows signs of stabilisation
In one line: China’s foreign reserves rise unexpectedly in November, with policy banks likely shouldering some outflow pressures
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