- © 2025 Pantheon Macroeconomics
- Tel: +1 914 610 3830
Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses
In one line: China’s industrial profit recovery stalled as growth driver weaken in October
In one line: Japan’s services and manufacturers face worsening inflation dynamics.
In one line: Japan’s inflation and currency backdrop favours policy normalisation, but politics cloud a near-term BoJ hike.
In one line: China holds fire on LPR cuts amid banking NIM compression
In one line: China's October activity data show broad-based weakness, despite some positivity on the inflation and profits fronts
In one line: China credit growth softens further in October, pointing to ongoing real economy weakness.
In one line: China’s CPI turns positive in October on stronger-than-expected festive demand
In one line: China’s PPI deflation continues to ease in October, with pockets of good news in involuted industries.
In one line: China’s current account surplus widens in Q3 compared to a year ago on record goods exports.
In one line: China’s October FX reserves rise unexpectedly on equity inflows despite dollar strength
In one line: China’s export reversal led by weaker shipments to non-US markets, notably the EU.
In one line: China’s RatingDog PMI slips as export orders fall sharply in October amid renewed US trade tensions
In one line: China’s official non-manufacturing PMI dips below 50 for the first time since Covid reopening
In one line: China’s NBS manufacturing PMI shows mild improvement, but core industries cherished by policymakers weakens in November.
Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026
In one line: exports hold up ahead of row with China
Weak net exports of goods and tourism hit growth
Private consumption was sluggish
Business non-residential investment was resilient
Full-time regular pay growth slowed a tad
Real wages extended their decline in September
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,