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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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In one line: NBS non-manufacturing PMI dragged down by construction activity in July.
In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead
In one line: China’s industrial profits slid further in June, weighed down by oversupply, weak demand and excessive competition.
In one line: China keeps LPR unchanged, further easing expected in the second half of 2025
In one line: Korea’s early export data remains sturdy on WDA basis amid US trade uncertainty
In one line: Japan’s exports slip unexpectedly in June, raising risk of a technical recession
Collapsing response rate casts doubt, but the backdrop looks weak.
In one line: Down, in line with the fall in the sentix.
Flattered by GDP distortions in Q2, but the underlying trend still is solid.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence