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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
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The BoJ stays pat and Governor Ueda keeps options open
China’s existing stimulus produces initial results, as state sector heeds strong policy signals
China's stimulus lifts manufacturing PMI
BoJ stays pat and Governor Ueda keeps options open
Flash manufacturing PMI shows weakening demand across the board
Japan's flash composite PMI emits warning signal
Flash manufacturing PMI reports weakening demand across the board
Services sector activity cools dramatically
China picked up in Q3, but GDP growth will still need to double q/q in Q4 to get close to full-year target
China's new property market policies will provide only a modest demand lift
Strong government bond issuance cushions overall credit growth, but only modest signs that existing fiscal stimulus is gaining traction
Japan's nominal wage growth slows, as bonuses effect fades
Japanese manufacturers' sentiment is steady
Korean underlying export growth remains strong
Politburo confirms top-level priority on achieving growth target, but only hints at further fiscal support
MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday
MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday
PBoC's policy support should stoke short-term market sentiment and growth, but won't solve China's structural woes
Japan's flash PMIs show mixed performance
14 day reverse repo rate cut isn't additional stimulus, but completion of July's rate cuts
October rate hike seems off the cards
PBoC official hints that RRR cut will be the next move
BoJ holds fast, offering rosier view on consumption activity
Consumer inflation rises on the back of food inflation, notably rice shortages
BoJ holds steady as Japan's national inflation rises modestly
China's LPRs unchanged
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