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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
Please use the filters on the right to search for a specific date or topic.
BoJ raises the policy rate ahead of market expectations
China's official PMIs point to stagnating manufacturing activity & slump in construction demand
Politburo calls for incremental policy measures, but no bazooka
In one line: Slight uptick in China's industrial profits driven by better performing upstream sectors
China lowered interest rates and revealed plans to enhance government finances; Korea early trade data propelled by AI-chips demand
In one line: Strong AI-driven exports propel Korea’s early July trade figures
In one line: China’s loan prime rates and short-term rates were unexpectedly lowered in July; plans revealed to revive local government finances
The PBoC's surprise MLF rate cut rams home China's re-orientation towards short-term growth support; fiscal policy tweaks
Japanese headline exports continue to rise, despite auto shipment disruptions
Chinese GDP misses expectations, hit by dull retail sales, despite resilient industrial output
Money growth is buffeted by corporate deposit outflows
In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery
In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery
China’s producer deflation persistent, despite misleading improvement in headline
Foreign reserves hit by currency valuation effects and equity market outflows
China's Caixin services activity index slows during tourism off-season
Mixed picture for China's manufacturers
Mixed picture for China's manufacturers
Japanese and Korean firms hit by mounting import costs
Korean exports lifted by AI-chip demand
Industrial profits hit by rising costs and dull demand
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