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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.

Datanotes

China+ Datanote: PBoC Policy Decision, China, July

The PBoC's surprise MLF rate cut rams home China's re-orientation towards short-term growth support; fiscal policy tweaks

Duncan WrigleyChina+

China+Datanote: Flash Manufacturing PMI, Japan, July

Japan’s manufacturing sector is buffeted by auto safety inspections scandal  

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 July 2024: Japan's flash manufacturing PMI falls

Japan's flash manufacturing PMI hit by auto safety scandal
Services sector boost from income tax break likely to prove short-lived

Duncan WrigleyChina+

CHINA+ DATA WRAP 18 July 2024: Japan's exports still growing

Japanese headline exports continue to rise, despite auto shipment disruptions

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 July 2024: Chinese GDP misses expectations

Chinese GDP misses expectations, hit by dull retail sales, despite resilient industrial output

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, June

Money growth is buffeted by corporate deposit outflows

Duncan WrigleyChina+

CHINA+ DATA WRAP 12 July 2024

In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery

Kelvin Lam (Senior China+ Economist)China+

China+Datanote: Exports, China, June

In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery

Kelvin Lam (Senior China+ Economist)China+

China+Datanote: BoK Decision, Korea, July

The BoK keeps the policy rate on hold, likely to make first cut in October

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 July 2024 BoK policy decision

The BoK keeps the policy rate on hold, likely to make first cut in October

Duncan WrigleyChina+

China+Datanote: PPI, China, June

China’s producer deflation persistent, despite misleading improvement in headline

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 July 2024

Chinese Inflation is Cooling, Thanks to an Uneven Recovery

Duncan WrigleyChina+

CHINA+ DATA WRAP 8 July 2024 Japan's overall wage growth still sluggish

Japan's overall wage growth still sluggish

Improvement narrowly confined to full-time manufacturing workers

Duncan WrigleyChina+

China+ Datanote: Foreign Reserves, China, June

Foreign reserves hit by currency valuation effects and equity market outflows

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 July 2024 China's Caixin services activity index slows

China's Caixin services activity index slows during tourism off-season

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 July 2024 Mixed picture for China's manufacturers

Mixed picture for China's manufacturers

Japanese and Korean firms hit by mounting import costs

Korean exports lifted by AI-chip demand

Duncan WrigleyChina+

China+Datanote: Tokyo CPI, Japan, June

Tokyo consumer inflation nudged up by the removal of energy subsidies

Duncan WrigleyChina+

China+Datanote: 20-Day Exports, Korea, June

Korean exports power ahead thanks to AI-chip 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,