Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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+ DATA WRAP 28 February 2025: Tokyo inflation slows on energy subsidies

Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path

Duncan WrigleyChina+

China+ Datanote: National CPI, Japan, January

Japan’s headline consumer inflation gains steam on food inflation

Duncan WrigleyChina+

China+ Datanote: Flash Manufacturing PMI, Japan, February

 Japan’s flash manufacturing PMI shows activity spluttering 

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 February 2025: Japan's consumer inflation surges

Japan's consumer inflation boosted by food inflation
Korea's WDA-exports drop during the holiday, despite auto shipment surge

Duncan WrigleyChina+

February 2025 - China+ Chartbook

  • - CHINA’S CONSUMER SPENDING WILL SLOW POST-HOLIDAY
  • - JAPAN’S DOMESTIC DEMAND STILL TRAILING NET EXPORTS
  • - BOK LIKELY TO RESUME CUTS, DESPITE POLITICAL MESS

Duncan WrigleyChina+

China+ Datanote: LPR, China, February

China's lending benchmark rates left unchanged

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 February 2025: Japan's real export growth below headline

China's residential price decline steady in holiday season
Japan's real export growth less impressive than headline

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, January

Overall credit growth still relatively sturdy, thanks to robust government bond issuance  

Duncan WrigleyChina+

China+ Datanote: PPI, China, January

Producer prices extend their decline with broad price falls

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 February 2025: Headline inflation buoyed by holiday spending

China's headline consumer inflation buoyed by holiday travel and spending; underlying trend still weak for both consumer and producer prices

Duncan WrigleyChina+

China+ Datanote: Foreign Reserves, China, January

China’s foreign reserves rose in January, likely on the back of export front loading ahead of tariff risks

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 February 2025: China's Caixin services activity slows

China's Caixin services activity slows, but sentiment improves
Japanese wages enjoy year-end bonus boost

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 February 2025: Caixin PMI holds up better than official PMI

China's Caixin PMI holds up better than official index
Korean PMI rebounds with underlying export growth in decent shape

Duncan WrigleyChina+

China+ Datanote: Tokyo CPI, Japan, January

Tokyo inflation bumps up on mounting food inflation

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 January 2025: Tokyo inflation bumps up

Tokyo inflation bumps up on mounting food inflation

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, January

The BoJ hikes policy rate and indicates readiness for further tightening at a measured pace

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 January 2025: The BoJ hikes policy rate

The BoJ hikes policy rate and indicates readiness for further tightening at a measured pace

Duncan WrigleyChina+

January 2025 - China+ Chartbook

  • - CHINA’S Q4 ACTIVITY BUMP IS LIKELY TO FADE
  • - BOJ IS KEEN TO NORMALISE RATES
  • - BOK IS LIKELY TO RESUME CUTS, DESPITE POLITICAL MESS

Kelvin Lam (Senior China+ Economist)China+

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: China+ Documents

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