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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
Please use the filters on the right to search for a specific date or topic.
In one line: China keeps LPR unchanged, further easing expected in the second half of 2025
In one line: Japan’s exports slip unexpectedly in June, raising risk of a technical recession
In one line: Buoyant Caixin services PMI points to pockets of strength, such as tourism
Caixin PMI reports falling export orders
Korean exports hold up thanks to front-loading, but domestic demand sags
Tokyo headline inflation slows, despite rising food inflation
Japan's weak manufacturing PMI should rise after US-Japan trade deal
Services activity rose
Japan's headline consumer inflation slows after energy subsidies restart
upper house election poses JGB risks
In one line: Better external sector performance likely to support Q2 GDP due tomorrow.
In one line: China’s FX reserves rebounded in June on currency and bond revaluation gains.
In one line : Japanese wage growth is not as weak as it looks, the wage slump was mostly about bonuses.
In one line: China’s services momentum cools amid property drag and post-holiday blues; Caixin composite PMI signals softer Q2 GDP.
China's steadyish Q2 real GDP growth boosted by intensifying deflation; nominal growth lowest since Q4 2022
China's worsening producer deflation mainly due to bad weather
Low core consumer inflation reflects weak demand
China's Caixin PMI, Korea's PMI and Japan's Tankan point to manufacturers' measured relief at easing trade tensions
China's Official PMIs point to improving manufacturing and construction activity, but weak jobs market
Tokyo inflation cools thanks to energy subsidies restart
China's industrial profits hit by slower investment income and weak demand
In one line: Japan's manufacturing PMI rebound on stockpiling activity, but domestic demand softens
In one line: Japan's services business activity grow faster in June, but slowing input cost increase bode ill for wage growth
In one line: China’s current account balance holds up in Q1, but deterioration likely in Q2.
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