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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
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In one line: China’s foreign reserves climb in August amid weakening dollar and falling treasury yields
Japan's wage surge largely propelled by bonuses, but regular pay also making gains
Severe competition drives services price cuts in China, despite resilient demand
Caixin headline manufacturing index makes only minor revival, dragged by sinking new export orders
Caixin manufacturing index still at low level, despite modest uptick
Korea's manufacturing index robust, but export orders slip
In one line: China’s services sector rebounds after July’s bad weather, while construction index continues to dive.
In one line: China's manufacturing sector hit by rapidly weakening demand in August
Stagnant profit growth amid China's sluggish demand and ample capacity
China’s MLF rate was unchanged as expected
In one line: Japan's inflation remains steady in July as energy prices rebound and core-core inflation eases
Japan's inflation remains steady in July as energy prices rebound and core-core inflation eases
In one line: Japan’s manufacturing activity shrinks at a slower pace in August, thanks to improvement in output and employment
Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.
Japan’s July export growth boosted by semiconductors gains and mixed regional demand
In one line: Japan’s July export growth boosted by semiconductors gains and mixed regional demand
Slowing industrial production highlights China’s slumping property sector and rising trade frictions
China’s retail sales rebound in July, but weak consumer confidence and property woes weigh on growth
Fixed investment falters amid infrastructure slowdown and weak private investment
China’s property sales activity and price growth remain weak
PBoC shifts to new monetary framework: MLF operations to be carried out on 25th of every month
Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks
In one line: China’s TSF data suggest weak demand for loans in the real economy
China's consumer inflation buoyed by seasonal food inflation, rather than demand
Producer deflation extends decline amid oversupply
In one line: China's July exports disappoint market expectations
In one line: China’s foreign reserves rise on positive currency and asset valuation effects
In one line: China's July export growth falls short of expectations amid slowing momentum
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