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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
Please use the filters on the right to search for a specific date or topic.
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
China's industrial profit plunge underscores urgent need for stimulus
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
China picked up in Q3, but GDP growth will still need to double q/q in Q4 to get close to full-year target
In one line: China export growth strategy faces challenges in H2, signalling growing need for domestic stimulus.
In one line: China’s insufficient demand and over capacity continue to weigh on producer prices
In one line: China's deepening deflation fears highlight the need for greater fiscal stimulus
In one line: Korea’s resilient export growth continues on a working day adjusted basis in September.
In one line: China's FX reserves rose more than expected in September
In one line: China’s manufacturing downturn persists amid weak demand, while non-manufacturing activity stagnates
In one line: China’s manufacturing downturn persists amid weak demand
In one line: Tokyo inflation dips in September as energy subsidies reinstated; Underlying inflation remains resilient
In one line: China's industrial profit growth sees sharpest fall in 18 months; Japan's Tokyo CPI dips as energy subsidies reinstated
In one line: Korea 20-day export growth remained resilient on a WDA basis
In one line: Korea 20-day export growth remained resilient on a WDA basis
Strong government bond issuance cushions overall credit growth, but only modest signs that existing fiscal stimulus is gaining traction
Plunge in Korean manufacturing PMI raises the likelihood of earlier BoK cut
Japanese manufacturers' sentiment is steady
Korean underlying export growth remains strong
Politburo confirms top-level priority on achieving growth target, but only hints at further fiscal support
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