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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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In one line: China’s foreign reserves climb in August amid weakening dollar and falling treasury yields
Stagnant profit growth amid China's sluggish demand and ample capacity
China’s MLF rate was unchanged as expected
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
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
In one line: Japan’s July export growth boosted by semiconductors gains and mixed regional demand
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
In one line: China’s TSF data suggest weak demand for loans in the real economy
In one line: China's July exports disappoint market expectations
In one line: China’s foreign reserves rise on positive currency and asset valuation effects
In one line: China's July export growth falls short of expectations amid slowing momentum
Korea’s export rebound disappoints markets, likely due to deeper-than-expected fall in car shipments to the US
Korea’s manufacturing activity continues to grow in July, but at a slower pace
Caixin PMI shows shrinking manufacturing activity for the first time in 9 months on extreme weather
In one line: Adverse weather shrinks China’s manufacturing activity; Korea’s WDA export growth slowdown likely temporary
China lowered interest rates and revealed plans to enhance government finances; Korea early trade data propelled by AI-chips demand
In one line: Strong AI-driven exports propel Korea’s early July trade figures
In one line: China’s loan prime rates and short-term rates were unexpectedly lowered in July; plans revealed to revive local government finances
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