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.

Caixin Manufacturing PMI

China+ Datanote: Caixin Manufacturing PMI, China, October

In one line: China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Manufacturing PMI, Korea, October

In one line: Korea’s manufacturing sector sees mixed signals as PMI holds steady in October

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 November 2024

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

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Manufacturing PMI, China, October

China’s existing stimulus produces initial results, as state sector heeds strong policy signals 

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 October 2024: China's stimulus lifts manufacturing PMI

China's stimulus lifts manufacturing PMI
BoJ stays pat and Governor Ueda keeps options open

Duncan WrigleyChina+

China+ Datanote: Flash Manufacturing PMI, Japan, October

Flash manufacturing PMI shows weakening demand across the board

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 October 2024: Japan's flash composite PMI emits warning sign

Japan's flash composite PMI emits warning signal 
Flash manufacturing PMI reports weakening demand across the board
Services sector activity cools dramatically

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 September 2024

In one line: China’s manufacturing downturn persists amid weak demand, while non-manufacturing activity stagnates

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Manufacturing PMI, China, September

In one line: China’s manufacturing downturn persists amid weak demand

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 2 October 2024: Korean manufacturing PMI plunges

Plunge in Korean manufacturing PMI raises the likelihood of earlier BoK cut

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: 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 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+

PM Datanote: PPI, China, July

Producer deflation set for only modest improvement in H2

Duncan WrigleyChina+

China+ Datanote: Manufacturing PMI, Korea, July

Korea’s manufacturing activity continues to grow in July, but at a slower pace

Kelvin Lam (Senior China+ Economist)China+

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