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.

Kelvin Lam (Senior China+ Economist)

China+ Datanote: Exports, Korea, May

In one line: Korea’s export recovery continues, led by strong ICT demand and lumpy ship exports

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Manufacturing PMI, China, May

In one line: China's NBS PMIs surprised to the downside

Kelvin Lam (Senior China+ Economist)China+

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+

3 June 2024 China+ Monitor US tariffs on "new trio" to have limited impact on Chinese exports

  • The US has proposed new tariffs on Chinese imports, which will have limited impact, in our view.
  • Lithium batteries likely will be most affected, among other items targeted, with the US more exposed to it.
  • China’s manufacturing activity shrank unexpectedly in May, suggesting more stimulus might be needed.

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