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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: 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
Japan's flash manufacturing PMI hit by auto safety scandal
Services sector boost from income tax break likely to prove short-lived
Japanese headline exports continue to rise, despite auto shipment disruptions
Japan's overall wage growth still sluggish
Improvement narrowly confined to full-time manufacturing workers
Mixed picture for China's manufacturers
Japanese and Korean firms hit by mounting import costs
Korean exports lifted by AI-chip demand
Tokyo consumer inflation nudged up by the removal of energy subsidies
Korean WDA 20-day exports forge ahead, thanks to AI chip boom
Japan's consumer inflation ticks up, despite softening flash PMI readings
Japan's exports buoyed by US and Chinese demand, despite falling shipments to the EU
In one line: The BoJ will reveal detailed plans for bond tapering in July’s meeting.
In one line: The BoJ will reveal detailed plans for bond tapering in July’s meeting.
Japan's revised Q1 GDP still points to miserable domestic demand
In one line: Japan's regular pay growth quickened to 30-year high
Manufacturing activities flounder in May on weakening domestic and external demand
Non-manufacturing PMI stalls as construction activity slow sharply
Japan’s Tokyo inflation accelerates on the back of expiring energy subsidies
Japan’s consumer inflation still cooling, as the BoJ monitors wage inflation and the impact of the weak JPY
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