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.

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Kelvin Lam (Senior China+ Economist)

China+ Datanote: Wages, Japan, September

In one line: Japan’s wage growth holds steady, supporting case for BoJ hike in early 2025; Our revised forecasts post-Trump victory show weaker growth 

Kelvin Lam (Senior China+ Economist)China+

4 December 2024 China+ Monitor Korea's export trend slowing amid growing global trade tensions

  • Korea’s headline export growth eased in November, but work-day-adjusted data showed a bounce-back.
  • The rebound was driven by stronger ASEAN shipments; overall growth momentum is slowing.
  • We expect the BoK to ease by 75bp in 2025 to counteract the increasingly uncertain export outlook.

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