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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.
In one line: Japan manufacturing boosted by precautionary front-loading amid supply shocks while services slow
In one line: Japan exports rebound in March on post-LNY China demand; BoJ hike likely delayed to June after media leak
In one line: Korea exports still strong in early April, led by semiconductors.
In one line: China’s LPR steady in April amid NIM pressure
In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed
In one line: China's lopsided Q1 GDP growth bump likely the year's high-water mark
In one line: Private sector credit showing early but uneven improvement
In one line: China’s big drop mainly due to global market volatility, rather than domestic economy
In one line: China’s manufacturing PMI buoyed by post-holiday seasonality; oil price shock hits input prices
In one line: China's manufacturing activity resilient, despite jump in energy-related costs
In one line: Japan's inflation fell in February, ahead of oil price surge; Services firms' sentiment dives to mid-2020 level
In one line: Korean exports jump, thanks to chip sales; oil product shipments surge
In one line: LPRs steady; PBoC aims for "price recovery"
In one line: BoJ on hold amid oil shock risks and divided inflation views
Japan's exports slow due to holiday calendar effects
Chip and electrical machinery shipments rise
China's consumer spending was boosted by longer holiday
infrastructure investment rebounds thanks to policy support
Industrial output lifted by export demand
In one line: Bank of Korea hold rates at 2.50%; Adding Fed-style dot plot to anchor market expectations, signals six months hold
In one line: Korea’s 20-day exports surge in February on semiconductors, despite fewer working days, as DRAM prices soar in Q1
In one line: Japan exports spike on Lunar New Year boost, strong momentum unlikely to last.
In one line: Japan’s softer than expected GDP outturn reinforces our case for a later than market rate hike.
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