Pantheon Macroeconomics

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

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.

Please use the filters on the right to search for a specific date or topic.

Datanotes

PM Datanote: Current Account Balance, China, Q3 (Preliminary)

In one line: China’s current account surplus widens in Q3 compared to a year ago on record goods exports.

PM Datanote: FX Reserves, China, October

In one line: China’s October FX reserves rise unexpectedly on equity inflows despite dollar strength 

PM Datanote: Exports, China, October

In one line: China’s export reversal led by weaker shipments to non-US markets, notably the EU. 

PM Datanote: RatingDog Manufacturing PMI, China, October

In one line: China’s RatingDog PMI slips as export orders fall sharply in October amid renewed US trade tensions

PM Datanote: Manufacturing PMI ,Korea, October

In one line: Renewed weakness in Korean manufacturing sector in October; Trade/ investment deal eases outlook risks 

PM Datanote: Exports, Korea, October

In one line: Semiconductors and South America shipments drive Korea’s WDA export rebound.

China+ Datanote: Exports, Korea, November

In one line: Korea’s resilient November exports powered by robust semiconductor demand

China+ Datanote: Official Non-Mfg PMI, China, November

In one line: China’s official non-manufacturing PMI dips below 50 for the first time since Covid reopening

China+ Datanote: Official Mfg PMI, China, November

In one line: China’s NBS manufacturing PMI shows mild improvement, but core industries cherished by policymakers weakens in November.

Global Datanote: RatingDog Manufacturing PMI, China, November 2025

In one line: RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders

CHINA+ DATA WRAP 1 December 2025: China's domestic demand stalling

RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
Korean manufacturing index treading water






Global Datanote: Trade, Indonesia, October 2025

  • In one line: Export growth finally comes back down to earth; 2027 should be a bit better.

PANTHEON EM ASIA DATA WRAP 1 December 2025

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

UK Datanote: UK Budget, November 2025

  • In one line: Lower 2026 inflation, but delayed fiscal consolidation lacks credibility and gives the MPC little reason to cut 2-year ahead inflation forecast.
  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