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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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Japan's export growth rebounds m/m SA, thanks to improved shipments to the EU and US
China's benchmark lending rates unchanged, as PBoC puts immediate focus on currency stability
China's benchmark lending rates unchanged, as PBoC puts immediate focus on currency stability
China's official GDP hits 2024 target thanks to Q4 stimulus sugar rush, but domestic demand is still lagging output growth
Credit growth propped up by government bond issuance, but sagging long-term corporate loans bode ill for investment
In one line: China's 2024 export value surpasses Covid peak, trade surplus hits record high
In one line: China’s producer price deflation eases further, but overcapacity risks remain.
In one line: China’s core inflation shows a silver lining; Headline CPI nears deflation on falling food prices.
In one line: China’s foreign reserves fell more than consensus in December, thanks to sizable valuation effect.
China's Caixin services PMI rises at year-end, despite sagging export orders and sentiment
In one line: China's industrial profits deteriorate amid insufficient demand and external uncertainty
In one line: China’s manufacturing growth stabilises at best; more stimulus needed for broader growth
Japan CPI outturn signals upside risks to prices; BoJ’s summary of opinions highlights diverse December views
In one line: Sharp rise in Japan’s CPI highlights energy and fresh food costs, BoJ holds steady
In one line: China’s commercial banks kept LPRs unchanged in December.
BoJ holds rates in December; Eyes on Ueda for rate path clues
In one line: Japan’s exports were a mixed bag in November; expect more headwinds in 2025.
In one line: Japan’s manufacturing PMI rebounds, Services activity improves ahead of festive season
China's November activity data disappoints again, but property prices show improvement
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