Pantheon Macroeconomics

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China+ Publications

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.

China Japan

China+ Datanote: Foreign Reserves, China, December

In one line: China’s FX reserves rise on currency valuation gains as dollar weakens in December

China+ Datanote: Mfg PMIs, China, December

In one line: China’s manufacturing PMIs edges back into expansion, but sustainability remains in question

CHINA+ DATA WRAP 8 January 2026: Wage growth falls, but regular pay steady

In one line: BoJ won't be fazed by slowing headline wage growth, as regular pay growth is relatively steady

CHINA+ DATA WRAP 22 December 2025: China's LPRs unchanged

China's LPRs unchanged for seventh straight month amid lower trade risks

December 2025 - China+ Chartbook

  • - CHINA SIGNALS 'STEADY AS SHE GOES' POLICY APPROACH
  • - JAPAN'S STEADY WAGE-HIKE OUTLOOK SHOULD NUDGE BOJ
  • - BOK HOPING FOR RESPITE IN KRW PRESSURE

China+ Datanote: Flash Manufacturing PMI, Japan, December

In one line: Reviving manufacturing activity but mounting cost pressures

CHINA+ DATA WRAP 16 December 2025: Japan's flash PMIs

 Japan's flash PMIs find reviving manufacturing activity but mounting cost pressures

CHINA+ DATA WRAP 15 December 2025: China's Nov activity data still softening

China's November activity data show goods consumption softening and fixed asset investment worsening

China+ Datanote: Money & Credit, China, November

In one line: still looking for signs of private sector credit demand

China+ Datanote: CEWC, China, December

In one line:signalling confidence, no major course shift

CHINA+ DATA WRAP 8 December 2025: Politburo signals urgency to stabilise demand

Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses

PM Datanote: Industrial Profits, China, November

In one line: China’s industrial profit recovery stalled as growth driver weaken in October

China+ Datanote: Flash PMIs, Japan, November

In one line: Japan’s services and manufacturers face worsening inflation dynamics.

PM Datanote: National CPI, October, Japan

In one line: Japan’s inflation and currency backdrop favours policy normalisation, but politics cloud a near-term BoJ hike.

PM Datanote: Loan Prime Rates, China, November

In one line: China holds fire on LPR cuts amid banking NIM compression

PM Datanote: Activity Data, China, October

In one line: China's October activity data show broad-based weakness, despite some positivity on the inflation and profits fronts

PM Datanote: Money & Credit, China, October

In one line: China credit growth softens further in October, pointing to ongoing real economy weakness.

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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,