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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.

Japan Kelvin Lam (Senior China+ Economist)

China+ Datanote: Tokyo CPI, Japan, October

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

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 25 October 2024

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

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, September

In one line: Japan’s core inflation remains strong; the BoJ is unmoved by CPI fall driven by transitory factors.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 17 October 2024

In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, September

In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Tokyo CPI, Japan, September

In one line: Tokyo inflation dips in September as energy subsidies reinstated; Underlying inflation remains resilient

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 September 2024

In one line: China's industrial profit growth sees sharpest fall in 18 months; Japan's Tokyo CPI dips as energy subsidies reinstated

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 18 September 2024

Weaker car shipments and US demand drag Japan’s exports in August.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, August

Weaker car shipments and US demand drag Japan’s exports in August.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 30 August 2024

In one line: Tokyo consumer inflation surprises on the upside, backing BoJ’s decision to hike.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, July

In one line: Japan's inflation remains steady in July as energy prices rebound and core-core inflation eases

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 August 2024

Japan's inflation remains steady in July as energy prices rebound and core-core inflation eases

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 August 2024

BoK holds rate steady on financial stability worries; Japan's flash PMIs indicate better growth momentum in August, especially in services

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Manufacturing PMI, Japan, August

In one line: Japan’s manufacturing activity shrinks at a slower pace in August, thanks to improvement in output and employment

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 August 2024

Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.

Japan’s July export growth boosted by semiconductors gains and mixed regional demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, July

In one line: Japan’s July export growth boosted by semiconductors gains and mixed regional demand

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 15 August 2024

Slowing industrial production highlights China’s slumping property sector and rising trade frictions 

China’s retail sales rebound in July, but weak consumer confidence and property woes weigh on growth

Fixed investment falters amid infrastructure slowdown and weak private investment  

China’s property sales activity and price growth remain weak

PBoC shifts to new monetary framework: MLF operations to be carried out on 25th of every month

Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: GDP, Japan, Q2

In one line: Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks.

Kelvin Lam (Senior China+ Economist)China+

China+Datanote: BoJ Decision, Japan, June

In one line: The BoJ will reveal detailed plans for bond tapering in July’s meeting.

Kelvin Lam (Senior China+ Economist)China+

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