Pantheon Macroeconomics
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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.
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China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect
Korea’s export momentum wanes in October amid despite semiconductor boost
Korea’s manufacturing sector sees mixed signals as PMI holds steady in October
China's industrial profit plunge underscores urgent need for stimulus
In one line: Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting
In one line: China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut
Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting
China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut
In one line: Chineses banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers.
In one line: Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.
Chinese banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers
Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.
In one line: Japan’s core inflation remains strong; the BoJ is unmoved by CPI fall driven by transitory factors.
In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments
In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments
Boosted partly by temporary supply chain disruption; core services inflation is still falling.
In one line: Poor, and it will get worse at the start of Q2.
Caixin services PMI points to activity uptick
Inventories spike keeps Indonesian GDP growth from slowing more sharply in Q3
Inflation in the Philippines should stabilise near the lower end of the BSP’s range
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence