Pantheon Macroeconomics

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China+ Publications

Below is a list of our China+ 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

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

China Japan Duncan Wrigley

China+ Datanote: Caixin Manufacturing PMI, China, November

PMI buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 December 2024: Rising demand buoys Caixin and Korean PMIs

China Caixin and Korean manufacturing PMIs buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025

Duncan WrigleyChina+

China+ Datanote: Tokyo CPI, Japan, November

Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation

Duncan WrigleyChina+

CHINA+ DATA WRAP 29 November 2024: Tokyo headline inflation rises

 Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation

Duncan WrigleyChina+

CHINA+ DATA WRAP 27 November 2024: China's industrial profits extend their fall

China's industrial profits extend their decline, hit by producer price deflation

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 November 2024: China's MLF rate left on hold

China's MLF rate left on hold; more liquidity support needed to fund debt-swap bond issuance

Duncan WrigleyChina+

China+ Datanote: National CPI, Japan, October

Japan’s headline consumer inflation slows only thanks to energy subsidies

Duncan WrigleyChina+

China+ Datanote: Flash Manufacturing PMI, Japan, November

Flash manufacturing PMI was hit by falling output, despite an improvement in export orders

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 November 2024: Japan's headline inflation falls

Japan's headline inflation falls only thanks to energy subsidies
Flash manufacturing PMI weakens

Duncan WrigleyChina+

China+ Datanote: Loan Prime Rates, China, November

 China’s benchmark lending rates are steady this month, as regulators gauge the effect of September’s cuts

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 November 2024: China's LPRs on hold this month

China's LPRs on hold as regulators judge impact of earlier easing
Japan's export growth picks up modestly

Duncan WrigleyChina+

November 2024 - China+ Chartbook

  • -CHINA’S 2024 GDP TARGET IS WITHIN STRIKING DISTANCE
  • - BOJ TO HOLD FAST UNTIL JANUARY, BARRING JPY SHOCK
  • - BOK TO FOCUS ON COOLING INFLATION AND GROWTH

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 November 2024: China's October activity data show promise

Trade-in subsidies lift retail sales of autos and consumer goods 
Residential sales stabilise
Manufacturing output making steady progress

Duncan WrigleyChina+

China+ Datanote: China's RMB10T debt-swap plan isn't the last word in addressing

China's RMB10T debt-swap plan isn't the last word in addressing its malaise

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, October

The BoJ stays pat and Governor Ueda keeps options open

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, October

China’s existing stimulus produces initial results, as state sector heeds strong policy signals 

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 October 2024: China's stimulus lifts manufacturing PMI

China's stimulus lifts manufacturing PMI
BoJ stays pat and Governor Ueda keeps options open

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,