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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
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In one line: One month’s data can be misleading; China's quarterly export growth has, in fact, decelerated.
In one line: China’s foreign reserves drop in October amid dollar strength and outflow pressures.
In one line: Japan’s wage growth holds steady, supporting case for BoJ hike in early 2025; Our revised forecasts post-Trump victory show weaker growth
Caixin services PMI slows a notch
PMI buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025
China Caixin and Korean manufacturing PMIs buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025
Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation
Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation
China's industrial profits extend their decline, hit by producer price deflation
China's MLF rate left on hold; more liquidity support needed to fund debt-swap bond issuance
Japan’s headline consumer inflation slows only thanks to energy subsidies
Flash manufacturing PMI was hit by falling output, despite an improvement in export orders
Japan's headline inflation falls only thanks to energy subsidies
Flash manufacturing PMI weakens
China’s benchmark lending rates are steady this month, as regulators gauge the effect of September’s cuts
China's LPRs on hold as regulators judge impact of earlier easing
Japan's export growth picks up modestly
Trade-in subsidies lift retail sales of autos and consumer goods
Residential sales stabilise
Manufacturing output making steady progress
China's RMB10T debt-swap plan isn't the last word in addressing its malaise
In one line: China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect
China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect
Korea’s export momentum wanes in October amid despite semiconductor boost
Korea’s manufacturing sector sees mixed signals as PMI holds steady in October
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