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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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Japan CPI outturn signals upside risks to prices; BoJ’s summary of opinions highlights diverse December views
In one line: Sharp rise in Japan’s CPI highlights energy and fresh food costs, BoJ holds steady
BoJ holds rates in December; Eyes on Ueda for rate path clues
In one line: Japan’s exports were a mixed bag in November; expect more headwinds in 2025.
In one line: Japan’s manufacturing PMI rebounds, Services activity improves ahead of festive season
Japan's nominal wage growth is steady
In one line: Japan’s Q3 GDP is a mixed bag, with private consumption surprising on the upside but business investment falling.
In one line: Japan’s wage growth holds steady, supporting case for BoJ hike in early 2025; Our revised forecasts post-Trump victory show weaker growth
Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation
Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation
Japan’s headline consumer inflation slows only thanks to energy subsidies
Flash manufacturing PMI was hit by falling output, despite an improvement in export orders
Japan's headline inflation falls only thanks to energy subsidies
Flash manufacturing PMI weakens
China's LPRs on hold as regulators judge impact of earlier easing
Japan's export growth picks up modestly
In one line: Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting
Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting
China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut
In one line: Japan’s core inflation remains strong; the BoJ is unmoved by CPI fall driven by transitory factors.
In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments
In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments
The BoJ stays pat and Governor Ueda keeps options open
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