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Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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In one line: China’s CPI turns positive in October on stronger-than-expected festive demand
In one line: China’s PPI deflation continues to ease in October, with pockets of good news in involuted industries.
In one line: China’s current account surplus widens in Q3 compared to a year ago on record goods exports.
In one line: China’s October FX reserves rise unexpectedly on equity inflows despite dollar strength
In one line: China’s export reversal led by weaker shipments to non-US markets, notably the EU.
In one line: China’s RatingDog PMI slips as export orders fall sharply in October amid renewed US trade tensions
In one line: China’s official non-manufacturing PMI dips below 50 for the first time since Covid reopening
In one line: China’s NBS manufacturing PMI shows mild improvement, but core industries cherished by policymakers weakens in November.
Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026
In one line: exports hold up ahead of row with China
Weak net exports of goods and tourism hit growth
Private consumption was sluggish
Business non-residential investment was resilient
Full-time regular pay growth slowed a tad
Real wages extended their decline in September
Efficiency gains help profits but hurt labour demand
Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry
In one line: BoJ stands pat amid trade uncertainty and wage caution as Takaichi takes helm
In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing
In one line: China’s FX reserves edge higher, supported by portfolio inflows and persistently strong trade surplus.
In one line: Fimer Tankan readings pave way for BoJ policy normalisation in October.
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