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.

August

CHINA+ DATA WRAP 18 September 2024

Weaker car shipments and US demand drag Japan’s exports in August.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, August

Weaker car shipments and US demand drag Japan’s exports in August.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 8 October 2024: Japan's nominal wage growth slows

Japan's nominal wage growth slows, as bonuses effect fades

Duncan WrigleyChina+

China+ Datanote: National CPI, Japan, August

Consumer inflation rises on the back of food inflation, notably rice shortages

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 September 2024: BoJ holds steady

BoJ holds steady as Japan's national inflation rises modestly
China's LPRs unchanged

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 September 2024: Activity losing steam

Domestic demand fades in August, with fiscal policy slow to gain traction

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, August

Government bond surge props up broad credit growth

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 September 2024

In one line: China's exports buoyed by strong BRICS and EU demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, August

In one line: China's exports buoyed by strong BRICS and EU demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, August

The upcoming seasonal rebound in construction activity won’t decisively turn around falling producer prices 

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 September 2024: China's core consumer inflation slowed

China's slowing core consumer inflation indicates weak demand
Producer deflation steepens as construction activity splutters

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 September 2024: Severe competition drives services price cuts

Severe competition drives services price cuts in China, despite resilient demand

Duncan WrigleyChina+

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: Exports, Korea, August

In one line: Korea’s exports rebound on a WDA basis despite slowing headline growth in August.

Kelvin Lam (Senior China+ Economist)China+

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+

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Keywords for: China+ Documents

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