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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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Flash manufacturing PMI was hit by falling output, despite an improvement in export orders
Japan's headline inflation falls only thanks to energy subsidies
Flash manufacturing PMI weakens
China’s benchmark lending rates are steady this month, as regulators gauge the effect of September’s cuts
China's LPRs on hold as regulators judge impact of earlier easing
Japan's export growth picks up modestly
Trade-in subsidies lift retail sales of autos and consumer goods
Residential sales stabilise
Manufacturing output making steady progress
China's RMB10T debt-swap plan isn't the last word in addressing its malaise
In one line: China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect
China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect
Korea’s export momentum wanes in October amid despite semiconductor boost
Korea’s manufacturing sector sees mixed signals as PMI holds steady in October
China's industrial profit plunge underscores urgent need for stimulus
In one line: Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting
In one line: China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut
Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting
China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut
In one line: Chineses banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers.
Chinese banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers
Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.
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
In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments
Caixin services PMI points to activity uptick
The BoJ stays pat and Governor Ueda keeps options open
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