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

China+ Datanote: Caixin manufacturing PMI, China, August

Caixin headline manufacturing index makes only minor revival, dragged by sinking new export orders 

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 September 2024:Caixin manufacturing index still at low level

Caixin manufacturing index still at low level, despite modest uptick
Korea's manufacturing index robust, but export orders slip

Duncan WrigleyChina+

China+ Datanote: Official Non-Mfg PMI, China, August

In one line: China’s services sector rebounds after July’s bad weather, while construction index continues to dive.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Mfg PMI, China, August

In one line: China's manufacturing sector hit by rapidly weakening demand in August

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 30 August 2024

In one line: Tokyo consumer inflation surprises on the upside, backing BoJ’s decision to hike.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 August 2024

Stagnant profit growth amid China's sluggish demand and ample capacity

China’s MLF rate was unchanged as expected

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: MLF, China, August

In one line: China’s MLF rate was unchanged as expected

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, July

In one line: Japan's inflation remains steady in July as energy prices rebound and core-core inflation eases

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 August 2024

Japan's inflation remains steady in July as energy prices rebound and core-core inflation eases

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 August 2024

BoK holds rate steady on financial stability worries; Japan's flash PMIs indicate better growth momentum in August, especially in services

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Manufacturing PMI, Japan, August

In one line: Japan’s manufacturing activity shrinks at a slower pace in August, thanks to improvement in output and employment

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 August 2024

Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.

Japan’s July export growth boosted by semiconductors gains and mixed regional demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, July

In one line: Japan’s July export growth boosted by semiconductors gains and mixed regional demand

Kelvin Lam (Senior China+ Economist)China+

August 2024 - China+ Chartbook

  • - CHINA’S WEAK DOMESTIC DEMAND JUSTIFIES MORE STIMULUS
  • - JAPAN’S Q2 GDP EVIDENCES A WAGE-PRICE SPIRAL
  • - BOK TO CUT IN OCT AS BASE CASE; NOV CUT A POSSIBILITY

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: LPR, China, August

In one line: China’s loan prime rates unchanged in August as banking NIM at record low

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 20 August 2024

China’s LPRs unchanged in August as banking NIM at record low

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 15 August 2024

Slowing industrial production highlights China’s slumping property sector and rising trade frictions 

China’s retail sales rebound in July, but weak consumer confidence and property woes weigh on growth

Fixed investment falters amid infrastructure slowdown and weak private investment  

China’s property sales activity and price growth remain weak

PBoC shifts to new monetary framework: MLF operations to be carried out on 25th of every month

Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: GDP, Japan, Q2

In one line: Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money & Credit, China, July

In one line: China’s TSF data suggest weak demand for loans in the real economy

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: PPI, China, July

Producer deflation set for only modest improvement in H2

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,