Pantheon Macroeconomics

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China+ Publications

Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 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.

Datanotes

CHINA+ DATA WRAP 18 July 2025: Japan's headline consumer inflation slows

Japan's headline consumer inflation slows after energy subsidies restart
upper house election poses JGB risks

Duncan WrigleyChina+

China+ Datanote: Exports, China, June

In one line: Better external sector performance likely to support Q2 GDP due tomorrow.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoK Decision, Korea, July

In one line: BoK hold rates in July, keeping an eye on trade developments and overheating property market in Seoul.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: FX Reserves, China, June

In one line: China’s FX reserves rebounded in June on currency and bond revaluation gains.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Wages, Japan, May

In one line : Japanese wage growth is not as weak as it looks, the wage slump was mostly about bonuses.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Services PMI, China, June

In one line: China’s services momentum cools amid property drag and post-holiday blues; Caixin composite PMI signals softer Q2 GDP.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 15 July 2025: China's real GDP steady, with steeper deflation

China's steadyish Q2 real GDP growth boosted by intensifying deflation; nominal growth lowest since Q4 2022

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 July 2025: China's producer deflation worsens

China's worsening producer deflation mainly due to bad weather
Low core consumer inflation reflects weak demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 July 2025: China's Caixin manufacturing PMI also rises

China's Caixin PMI, Korea's PMI and Japan's Tankan point to manufacturers' measured relief at easing trade tensions

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 June 2025: China's official manufacturing PMI rises

China's Official PMIs point to improving manufacturing and construction activity, but weak jobs market

Duncan WrigleyChina+

CHINA+ DATA WRAP 27 June 2025: Tokyo inflation cools thanks to energy subsidies

Tokyo inflation cools thanks to energy subsidies restart
China's industrial profits hit by slower investment income and weak demand

Duncan WrigleyChina+

China+ Datanote: Flash Manufacturing PMI, Japan, June

In one line: Japan's manufacturing PMI rebound on stockpiling activity, but domestic demand softens

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Services PMI, Japan, June

In one line: Japan's services business activity grow faster in June, but slowing input cost increase bode ill for wage growth

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Preliminary Current Account, China, Q1

In one line: China’s current account balance holds up in Q1, but deterioration likely in Q2.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Preliminary GDP, Japan, Q1

In one line: Japan’s GDP shrinks for the first time in a year, reinforcing the BoJ's wait-and-see stance.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20 Day Exports, Korea, June

In one line: Korea's 20-day exports rebound in June on front loading ahead of reprieve expiry

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, May

In one line: Japan's core inflation surprised on the upside, but unlikely to sway BoJ into hiking mode

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Loan Prime Rates, China, June

In one line: China's commercial banks hold benchmark lending rates steady in June

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoJ Decision, Japan, June

In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 19 June 2025: Japanese exports fall

Japanese exports fall as US tariff hikes slam auto shipments

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,