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