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China+ Publications

Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 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 Duncan Wrigley

CHINA+ DATA WRAP 22 December 2025: China's LPRs unchanged

China's LPRs unchanged for seventh straight month amid lower trade risks

China+ Datanote: Flash Manufacturing PMI, Japan, December

In one line: Reviving manufacturing activity but mounting cost pressures

CHINA+ DATA WRAP 16 December 2025: Japan's flash PMIs

 Japan's flash PMIs find reviving manufacturing activity but mounting cost pressures

CHINA+ DATA WRAP 15 December 2025: China's Nov activity data still softening

China's November activity data show goods consumption softening and fixed asset investment worsening

China+ Datanote: Money & Credit, China, November

In one line: still looking for signs of private sector credit demand

China+ Datanote: CEWC, China, December

In one line:signalling confidence, no major course shift

CHINA+ DATA WRAP 8 December 2025: Politburo signals urgency to stabilise demand

Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses

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






CHINA+ DATA WRAP 28 November 2025: Tokyo inflation slows slightly

Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026





China+ Datanote: Exports, Japan, October

In one line: exports hold up ahead of row with China

CHINA+ DATA WRAP 17 November 2025: Japan's GDP fell in Q3

Weak net exports of goods and tourism hit growth
Private consumption was sluggish
Business non-residential investment was resilient




CHINA+ DATA WRAP 6 November 2025: Japan's full-time wage growth slows

Full-time regular pay growth slowed a tad
Real wages extended their decline in September





CHINA+ DATA WRAP 31 October 2025: Modest rise in inflation won't shock BoJ

Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry





CHINA+ DATA WRAP 24 October 2025: Modest rise in inflation won't shock BoJ

In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing 





CHINA+ DATA WRAP 8 October 2025: Japan's wage growth slows again

In one line: Japan's wage growth slows again, with bonuses hit by tourism weakness






CHINA+ DATA WRAP 30 September 2025: Modest manufacturing improvement in PMIs

In one line: Manufacturing sector improved ahead of investment stimulus





CHINA+ DATA WRAP 26 September 2025: Tokyo headline inflation steady

Tokyo headline inflation steady, after launch of childcare subsidies





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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,