Pantheon Macroeconomics

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China+ Publications

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

Please use the filters on the right to search for a specific date or topic.

China Japan

China+ Datanote: Official Non-Manufacturing PMI, China, November

In one line: China’s non-manufacturing growth stalls in November as construction weighs on activity. 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Manufacturing PMI, China, November

In one line: China’s stimulus continues to give manufacturing activity a modest lift amid looming geopolitical uncertainty

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Preliminary GDP, Japan, Q3

In one line: Japan’s Q3 GDP is a mixed bag, with private consumption surprising on the upside but business investment falling.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money & Credit, China, October

In one line: China's credit growth slows to historic lows amid muted household and business loan demand

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 9 November 2024

China's deflation risks persist in October, but there is a silver lining

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, October

In one line: China’s headline producer deflation masks stimulus-driven price upticks in construction materials

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: CPI, China, October

In one line: China’s CPI near deflation weighed down by volatile items; uptick in services inflation 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Current Account, China, Q3

In one line: China’s Q3 current account surplus widens; inward FDI remains negative for second consecutive quarter 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, October

In one line: One month’s data can be misleading; China's quarterly export growth has, in fact, decelerated.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, October

In one line: China’s foreign reserves drop in October amid dollar strength and outflow pressures.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Wages, Japan, September

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 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, November

PMI buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 December 2024: Rising demand buoys Caixin and Korean PMIs

China Caixin and Korean manufacturing PMIs buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025

Duncan WrigleyChina+

China+ Datanote: Tokyo CPI, Japan, November

Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation

Duncan WrigleyChina+

CHINA+ DATA WRAP 29 November 2024: Tokyo headline inflation rises

 Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation

Duncan WrigleyChina+

CHINA+ DATA WRAP 27 November 2024: China's industrial profits extend their fall

China's industrial profits extend their decline, hit by producer price deflation

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 November 2024: China's MLF rate left on hold

China's MLF rate left on hold; more liquidity support needed to fund debt-swap bond issuance

Duncan WrigleyChina+

China+ Datanote: National CPI, Japan, October

Japan’s headline consumer inflation slows only thanks to energy subsidies

Duncan WrigleyChina+

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Keywords for: China+ Documents

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