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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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Japan CPI outturn signals upside risks to prices; BoJ’s summary of opinions highlights diverse December views
In one line: Sharp rise in Japan’s CPI highlights energy and fresh food costs, BoJ holds steady
BoJ holds rates in December; Eyes on Ueda for rate path clues
In one line: Japan’s exports were a mixed bag in November; expect more headwinds in 2025.
In one line: Japan’s manufacturing PMI rebounds, Services activity improves ahead of festive season
In one line: Japan’s Q3 GDP is a mixed bag, with private consumption surprising on the upside but business investment falling.
In one line: Japan’s wage growth holds steady, supporting case for BoJ hike in early 2025; Our revised forecasts post-Trump victory show weaker growth
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
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: 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
In one line: Tokyo inflation dips in September as energy subsidies reinstated; Underlying inflation remains resilient
In one line: China's industrial profit growth sees sharpest fall in 18 months; Japan's Tokyo CPI dips as energy subsidies reinstated
Weaker car shipments and US demand drag Japan’s exports in August.
Weaker car shipments and US demand drag Japan’s exports in August.
In one line: Tokyo consumer inflation surprises on the upside, backing BoJ’s decision to hike.
In one line: Japan's inflation remains steady in July as energy prices rebound and core-core inflation eases
Japan's inflation remains steady in July as energy prices rebound and core-core inflation eases
BoK holds rate steady on financial stability worries; Japan's flash PMIs indicate better growth momentum in August, especially in services
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