Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

China+ Publications

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.

China Japan

PM Datanote: PPI, China, July

Producer deflation set for only modest improvement in H2

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 August 2024: Food inflation lifts China's consumer inflation

China's consumer inflation buoyed by seasonal food inflation, rather than demand
Producer deflation extends decline amid oversupply

Duncan WrigleyChina+

China+ Datanote: Exports, China, July

In one line: China's July exports disappoint market expectations

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, July

In one line: China’s foreign reserves rise on positive currency and asset valuation effects

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 August 2024

In one line: China's July export growth falls short of expectations amid slowing momentum

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, July

Caixin PMI shows shrinking manufacturing activity for the first time in 9 months on extreme weather 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 August 2024

In one line: Adverse weather shrinks China’s manufacturing activity; Korea’s WDA export growth slowdown likely temporary

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: Official Manufacturing PMI, China, July

China's official PMIs point to stagnating manufacturing activity

Duncan WrigleyChina+

China+ Datanote: BoJ Decision, Japan, July

BoJ raises the policy rate ahead of market expectations

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 July 2024: BoJ raises the policy rate

BoJ raises the policy rate ahead of market expectations
China's official PMIs point to stagnating manufacturing activity & slump in construction demand

Duncan WrigleyChina+

PM Datanote: Politburo calls for incremental policy measures

Politburo calls for incremental policy measures, but no bazooka

Duncan WrigleyChina+

China+ Datanote: Loan Prime Rates, China, July

In one line: China’s loan prime rates and short-term rates were unexpectedly lowered in July; plans revealed to revive local government finances

Kelvin Lam (Senior China+ Economist)China+

China+Datanote: Tokyo CPI, Japan, July

Tokyo consumer inflation unlikely to trouble the BoJ

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, July

The PBoC's surprise MLF rate cut rams home China's re-orientation towards short-term growth support; fiscal policy tweaks

Duncan WrigleyChina+

China+Datanote: Flash Manufacturing PMI, Japan, July

Japan’s manufacturing sector is buffeted by auto safety inspections scandal  

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 July 2024: Japan's flash manufacturing PMI falls

Japan's flash manufacturing PMI hit by auto safety scandal
Services sector boost from income tax break likely to prove short-lived

Duncan WrigleyChina+

July 2024 - China+ Chartbook

  • - CHINA’S Q2 SLOWING JUSTIFIES MORE TARGETED STIMULUS
  • - JAPAN’S FALTERING GROWTH GIVING BOJ A HEADACHE
  • - BOK UNLIKELY TO MOVE EARLY, GIVEN CHIP EXPORT BOOM

Duncan WrigleyChina+

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,