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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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October rate hike seems off the cards
BoJ holds fast, offering rosier view on consumption activity
Consumer inflation rises on the back of food inflation, notably rice shortages
BoJ holds steady as Japan's national inflation rises modestly
China's LPRs unchanged
Japan's wage surge largely propelled by bonuses, but regular pay also making gains
In one line: Tokyo consumer inflation surprises on the upside, backing BoJ’s decision to hike.
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
BoK holds rate steady on financial stability worries; Japan's flash PMIs indicate better growth momentum in August, especially in services
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: Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks.
Japan's wages surge appears driven by bonuses
BoJ raises the policy rate ahead of market expectations
BoJ raises the policy rate ahead of market expectations
China's official PMIs point to stagnating manufacturing activity & slump in construction demand
Tokyo consumer inflation unlikely to trouble the BoJ
Japan’s manufacturing sector is buffeted by auto safety inspections scandal
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