Pantheon Macroeconomics
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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
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Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry
In one line: Bank of Korea hold rates in October as Seoul housing surges
In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing
In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.
In one line: Korean manufacturing activity surged in September on stronger orders and output.
In one line: Manufacturing sector improved ahead of investment stimulus
In one line: Korea’s September WDA exports plunge, led by US and China.
Japan's flash PMIs reveal divergence between weakening manufacturing sector and resilient services activity
In one line: Japan’s private sector activity posts its fastest rise since February, with broad based services and manufacturing improvements.
In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.
In one line: Korea’s 20-day exports rebound in August, monthly momentum firms despite fading US front-loading.
In one line: China's RatingDog services PMI points to job risks after court ruling on social security contributions
In one line: China's manufacturing PMIs post modest gains; Korean exports propped up by chip exports
In one line: BoK stays put amid US pressure not to weaken currency
In one line: NBS non-manufacturing PMI dragged down by construction activity in July.
In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead
In one line: Korea’s early export data remains sturdy on WDA basis amid US trade uncertainty
In one line: Buoyant Caixin services PMI points to pockets of strength, such as tourism
Caixin PMI reports falling export orders
Korean exports hold up thanks to front-loading, but domestic demand sags
Japan's weak manufacturing PMI should rise after US-Japan trade deal
Services activity rose

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