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.

Chartbook Daily Monitor

22 March 2024 China+ Monitor Japan's sunny service sector clouded by insipid manufacturing activity

  • Japan’s March flash manufacturing PMI points to still-tepid activity, though improving modestly.
  • The service sector continues to shine brightly, albeit based narrowly on tourism and finance.
  • A jump in service-sector input costs is a worrying sign of persistently elevated inflation.

Duncan WrigleyChina+

20 March 2024 China+ Monitor BoJ marches towards normalisation, scrapping negative rates and YCC

  • The BoJ raised interest rates for the first time in 17 years, while ending YCC and risky asset purchases.
  • At the press conference, Governor Ueda’s rhetoric on the future path of the policy rate was neutral.
  • Japan’s monetary policy should stay accommodative unless significant inflationary pressures mount.

Kelvin Lam (Senior China+ Economist)China+

19 March 2024 China+ Monitor China's China's industrial sector strength contrasting with tepid consumption

  • China’s lopsided recovery continued in January and February, led by a galloping industrial sector...
  • ...Demand is likely mainly coming from exports and fixed asset investment, with consumption still tepid.
  • Further price cuts should drive car sales, while new-property developer woes continue.

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,