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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
Please use the filters on the right to search for a specific date or topic.
China's consumer inflation buoyed by seasonal food inflation, rather than demand
Producer deflation extends decline amid oversupply
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
Japan's wages surge appears driven by bonuses
China's official PMIs point to stagnating manufacturing activity
BoJ raises the policy rate ahead of market expectations
BoJ raises the policy rate ahead of market expectations
China's official PMIs point to stagnating manufacturing activity & slump in construction demand
Politburo calls for incremental policy measures, but no bazooka
In one line: Slight uptick in China's industrial profits driven by better performing upstream sectors
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
Tokyo consumer inflation unlikely to trouble the BoJ
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,