Pantheon Macroeconomics
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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
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The BoK keeps the policy rate on hold, likely to make first cut in October
The BoK keeps the policy rate on hold, likely to make first cut in October
Mixed picture for China's manufacturers
Japanese and Korean firms hit by mounting import costs
Korean exports lifted by AI-chip demand
Korean exports power ahead thanks to AI-chip shipments
Korean WDA 20-day exports forge ahead, thanks to AI chip boom
Japan's consumer inflation ticks up, despite softening flash PMI readings
In one line: Korea’s export recovery continues, led by strong ICT demand and lumpy ship exports
China's Caixin PMI rises, thanks to robust consumer goods output
Korean manufacturing PMI hits a two-year high
In one line: The Bank of Korea stands pat in May, citing upside risks to inflation
The Bank of Korea stands pat in May, citing upside risks to inflation
Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.
Services activity continues to grow at solid pace in May
In one line: Korea's 20-day exports hit hard by May’s fewer working days but underlying momentum was improving on a WDA basis.
In one line: Korea's 20-day exports hit hard by May’s fewer working days but underlying momentum was improving on a WDA basis.
In one line: Korean export recovery continues, thanks to resilient US and Chinese demand
Korean manufacturers are highly bullish, despite mounting cost pressures
In one line: Solid Korean 20-day export growth driven by chips demand
In one line: China's LPR remains unchanged in April; Solid Korean 20-day export growth driven by chips demand
In one line: The BoK stays put as inflation remains elevated, no surprise to the market.
Korean exports propelled by resurgent semiconductor shipments
Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend
In one line: Korean PMI reports softer expansion in manufacturing activities
In one line: Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous
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