Pantheon Publications
Below is a list of our Publications for the last 5 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)
In one line: China’s producer prices continue to fall amid involution and weak demand
In one line: China’s CPI stays flat in July as disinflation pressure lingers on weak demand
- China exports slowed for third successive month in August, dragged down by low-tech shipments.
- US was largest drag on growth; monthly exports fell 12.8% seasonally adjusted, offsetting ASEAN's gains.
- Export growth is set to slow in H2 on the back of a weaker US economy and less stockpiling.
- A US executive order finally formalises its trade deal with Japan, ending uncertainty for Japan’s economy.
- Real wages have risen for the first time since December, boosting October rate-hike bets.
- The BoJ is likely to look past weaker ‘same-sample’ data, with trade worries fading.
- - CHINA’S WEAK DEMAND CONTRASTS WITH BUOYANT STOCKS
- - BOJ WAITING FOR DUST TO SETTLE BEFORE HIKING RATES
- - ROCKY EXPORT OUTLOOK KEY TO KOREAN GROWTH
- Higher tariffs hurt Japan’s car and steel exporters in July, with export values seeing precipitous declines.
- Car export prices to the US are still falling in USD terms, but more slowly. Exporters are absorbing costs.
- Japan’s flash composite PMI has slid for three straight months but points to stronger domestic demand in July.
