Pantheon Macroeconomics

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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

CHINA+ DATA WRAP 18 July 2024: Japan's exports still growing

Japanese headline exports continue to rise, despite auto shipment disruptions

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 July 2024: Chinese GDP misses expectations

Chinese GDP misses expectations, hit by dull retail sales, despite resilient industrial output

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, June

Money growth is buffeted by corporate deposit outflows

Duncan WrigleyChina+

CHINA+ DATA WRAP 12 July 2024

In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery

Kelvin Lam (Senior China+ Economist)China+

China+Datanote: Exports, China, June

In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery

Kelvin Lam (Senior China+ Economist)China+

China+Datanote: PPI, China, June

China’s producer deflation persistent, despite misleading improvement in headline

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 July 2024

Chinese Inflation is Cooling, Thanks to an Uneven Recovery

Duncan WrigleyChina+

CHINA+ DATA WRAP 8 July 2024 Japan's overall wage growth still sluggish

Japan's overall wage growth still sluggish

Improvement narrowly confined to full-time manufacturing workers

Duncan WrigleyChina+

China+ Datanote: Foreign Reserves, China, June

Foreign reserves hit by currency valuation effects and equity market outflows

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 July 2024 China's Caixin services activity index slows

China's Caixin services activity index slows during tourism off-season

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 July 2024 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

Duncan WrigleyChina+

China+Datanote: Tokyo CPI, Japan, June

Tokyo consumer inflation nudged up by the removal of energy subsidies

Duncan WrigleyChina+

June 2024 - China+ Chartbook

  • - CHINA’S ACTIVITY TICKING OVER ENOUGH
  • - BOJ SIGNALS BOND BUYING TO SLOW
  • - STRONG EXPORTS ALLOW BOK’S MORE HAWKISH STANCE

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 June 2024: Korean WDA 20-day exports forge ahead

Korean WDA 20-day exports forge ahead, thanks to AI chip boom

Japan's consumer inflation ticks up, despite softening flash PMI readings

Duncan WrigleyChina+

China+Datanote: LPR, China, June

In one line: China’s loan prime rates left unchanged in June amid record low NIMs for banks

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 19 June 2024: Japan's exports buoyed by US and Chinese demand

Japan's exports buoyed by US and Chinese demand, despite falling shipments to the EU

Duncan WrigleyChina+

China+Datanote: BoJ Decision, Japan, June

In one line: The BoJ will reveal detailed plans for bond tapering in July’s meeting.

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

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