Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

Kelvin Lam (Senior China+ Economist)

China+ Datanote: Manufacturing PMI, Korea, October

In one line: Korea’s manufacturing sector sees mixed signals as PMI holds steady in October

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 November 2024

China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect

Korea’s export momentum wanes in October amid despite semiconductor boost

Korea’s manufacturing sector sees mixed signals as PMI holds steady in October

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 October 2024

China's industrial profit plunge underscores urgent need for stimulus

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Tokyo CPI, Japan, October

In one line: Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: MLF rate, China, October

In one line: China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 25 October 2024

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

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Loan Prime Rates, China, October

In one line: Chineses banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers.

Kelvin Lam (Senior China+ Economist)China+

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

In one line: Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 October 2024

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.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, September

In one line: Japan’s core inflation remains strong; the BoJ is unmoved by CPI fall driven by transitory factors.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 17 October 2024

In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, September

In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, September

In one line: China export growth strategy faces challenges in H2, signalling growing need for domestic stimulus.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, September

In one line: China’s insufficient demand and over capacity continue to weigh on producer prices

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 14 October 2024

In one line: China's deepening deflation fears highlight the need for greater fiscal stimulus

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoK Decision, Korea, October

In one line: The Bank of Korea cuts rates for the first time in four and a half years

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, September

In one line: Korea’s resilient export growth continues on a working day adjusted basis in September. 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 11 October 2024

In one line: The Bank of Korea cuts rates for the first time in four and a half years

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 October 2024

In one line: China's FX reserves rose more than expected in September

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 30 September 2024

In one line: China’s manufacturing downturn persists amid weak demand, while non-manufacturing activity stagnates

Kelvin Lam (Senior China+ Economist)China+

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subscribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence