Pantheon Macroeconomics

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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.

Duncan Wrigley

CHINA+ DATA WRAP 30 June 2025: China's official manufacturing PMI rises

China's Official PMIs point to improving manufacturing and construction activity, but weak jobs market

Duncan WrigleyChina+

CHINA+ DATA WRAP 27 June 2025: Tokyo inflation cools thanks to energy subsidies

Tokyo inflation cools thanks to energy subsidies restart
China's industrial profits hit by slower investment income and weak demand

Duncan WrigleyChina+

30 June 2025 China+ Monitor BoJ to sit tight as stagflation risk rears its ugly head

  • The fall in Tokyo inflation in June was largely due to energy subsidies kicking in again.
  • The BoJ will probably stay put on interest rates, given sluggish growth and trade risks...
  • ...Assuming oil prices are reasonably well behaved; markets appear sanguine about geopolitical risk.
Duncan WrigleyChina+

25 June 2025 China+ Monitor Japan's flash PMIs reveal areas of resilience amid tariff storm

  • Japan’s June headline flash manufacturing index was lifted by output, but demand remained subdued.
  • Cost pressures are easing only slowly, with global oil prices a key risk.
  • The service sector continues to be bolstered by tourism, notably surging Chinese visitor numbers.
Duncan WrigleyChina+
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Keywords for: China+ Documents

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