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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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Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation
In one line: China's weakening investment and retail sales data raise worries for H2 demand outlook
In one line : Japan’s nominal wage growth remains sturdy amid trade headwinds, but real wages stay deeply negative.
In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser
In one line: Japan’s exports slip unexpectedly in June, raising risk of a technical recession
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 : 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 Caixin PMI, Korea's PMI and Japan's Tankan point to manufacturers' measured relief at easing trade tensions
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