Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
Please use the filters on the right to search for a specific date or topic.
In one line: China’s current account surplus widens in Q3 compared to a year ago on record goods exports.
In one line: China’s October FX reserves rise unexpectedly on equity inflows despite dollar strength
In one line: China’s export reversal led by weaker shipments to non-US markets, notably the EU.
In one line: China’s RatingDog PMI slips as export orders fall sharply in October amid renewed US trade tensions
In one line: Renewed weakness in Korean manufacturing sector in October; Trade/ investment deal eases outlook risks
In one line: Semiconductors and South America shipments drive Korea’s WDA export rebound.
In one line: Korea’s resilient November exports powered by robust semiconductor demand
In one line: China’s official non-manufacturing PMI dips below 50 for the first time since Covid reopening
In one line: China’s NBS manufacturing PMI shows mild improvement, but core industries cherished by policymakers weakens in November.
In one line: RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
Korean manufacturing index treading water
ASEAN’s PMI strengthens to a 38-month high
Indonesian export growth finally comes back down to earth; 2027 should be a bit better
The turn in rising food inflation in Indonesia is here
In one line: Upside risk to German core inflation.

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