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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In one line: Strong trade surplus likely offsets valuation drag on China’s FX reserves
In one line: China’s RatingDog composite PMI signals faster Q2 GDP growth; services PMI lifted by holiday demand
In one line: China’s RatingDog PMI reinforces NBS evidence of softer industrial production and export growth in May
In one line: Holiday services demand lifts China's non-manufacturing activity, while construction activity recovers slightly
In one line: China’s official PMI weighed down by May holiday disruption and payback from March’s overshoot.
In one line: Regular wage growth rose above 3% for three straight months
Consumption activity rebounded in April
In one line: BoJ won't be swayed by Tokyo inflation dip
CHINA+ OUTLOOK
In one line: Japan’s export growth accelerates on rising legacy chip prices
In one line: Japan's services activity stalls in May, likely hit by slowing inbound tourism
In one line: Japan’s manufacturing expansion slows in May, but precautionary front-loading continues
In one line: Japan’s Q1 GDP beats expectations, but extended Strait closure complicates BoJ tightening
In one line: Japan's slowing inflation probably won't dissuade the BoJ from hiking rates next month
In one line: Policy rate cut only likely after several months of flagging growth
In one line: April's weak economic data due to energy shock and severe weather
In one line: rise in fiscal deposits likely points to temporary building activity disruptions due to severe weather.
In one line: People curbed spending in response to fuel price hikes in March
In one line: China trade surplus hit by soft exports and hi-tech driven imports
In one line: Japan’s solid wage growth beats expectations, supporting an April’s BoJ hike.
In one line: China’s RatingDog services PMI cools on payback effect, wither employment softening

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