Pantheon Macroeconomics

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China+ Publications

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.

China Japan

CHINA+ DATA WRAP 3 September 2025: RatingDog services PMI points to job risks

In one line: China's RatingDog services PMI points to job risks after court ruling on social security contributions

CHINA+ DATA WRAP 1 September 2025: China's manufacturing PMIs post modest gains

In one line: China's manufacturing PMIs post modest gains; Korean exports propped up by chip exports

CHINA+ DATA WRAP 29 August 2025: Tokyo inflation falls

In one line: Tokyo inflation fall mainly due to energy subsidies

China+ Datanote: CPI, Japan, July

In one line: Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

CHINA+ DATA WRAP 22 August 2025: Japan's headline inflation slows

Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

August 2025 - China+ Chartbook

  • - CHINA’S WEAK DEMAND CONTRASTS WITH BUOYANT STOCKS
  • - BOJ WAITING FOR DUST TO SETTLE BEFORE HIKING RATES
  • - ROCKY EXPORT OUTLOOK KEY TO KOREAN GROWTH

China+ Datanote: Loan Prime Rates, China, August

In one line: China's LPRs on hold, despite July's weakening demand data

CHINA+ DATA WRAP 20 August 2025: China's LPRs on hold

China's LPRs on hold, despite weakening demand data

China+ Datanote: Money & Credit, July, China

In one line: lacklustre broad credit growth, excluding government bonds

CHINA+ DATA WRAP 15 August 2025: China's investment and retail sales ebb

In one line: China's weakening investment and retail sales data raise worries for H2 demand outlook

China+ Datanote: Foreign Reserves, China, July

In one line: China’s FX reserves dip on stronger dollar and bond loses in July.

China+ Datanote: Exports, China, July

In one line: China’s monthly export momentum fades in July; pharma shipments surged while rare-earth exports rebound.

China+ Datanote: Wages, Japan, June

In one line : Japan’s nominal wage growth remains sturdy amid trade headwinds, but real wages stay deeply negative.

China+ Datanote: BoJ Decision, Japan, July

In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser 

China+ Datanote: Official Non-Manufacturing PMI, China, July

In one line: NBS non-manufacturing PMI dragged down by construction activity in July.

China+ Datanote: Official Manufacturing PMI, China, July

In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead

China+ Datanote: Industrial Profits, China, June

In one line: China’s industrial profits slid further in June, weighed down by oversupply, weak demand and excessive competition.

China+ Datanote: Loan Prime Rates, China, July

In one line: China keeps LPR unchanged, further easing expected in the second half of 2025

China+ Datanote: Exports, Japan, June

In one line: Japan’s exports slip unexpectedly in June, raising risk of a technical recession

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Keywords for: China+ Documents

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