Pantheon Macroeconomics
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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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Japan's overall wage growth still sluggish
Improvement narrowly confined to full-time manufacturing workers
Industrial profits hit by rising costs and dull demand
Korean WDA 20-day exports forge ahead, thanks to AI chip boom
Japan's consumer inflation ticks up, despite softening flash PMI readings
Japan's exports buoyed by US and Chinese demand, despite falling shipments to the EU
China activity bolstered by equipment upgrade and home appliance trade-in policies, despite weak property and auto sales
Government bond issuance props up credit creation, as M1 takes a dive
In one line: China's CPI print points to sluggish domestic demand; Producer price reflation hastens in May
In one line: China’s FX reserves rebounded in May, driven mainly by valuation effect of exchange rate
Japan's revised Q1 GDP still points to miserable domestic demand
China's robust May export growth largely propelled by shipments to ASEAN
In one line: Korea’s export recovery continues, led by strong ICT demand and lumpy ship exports
China's Caixin PMI rises, thanks to robust consumer goods output
Korean manufacturing PMI hits a two-year high
In one line: China's NBS PMIs surprised to the downside
Manufacturing activities flounder in May on weakening domestic and external demand
Non-manufacturing PMI stalls as construction activity slow sharply
Japan’s Tokyo inflation accelerates on the back of expiring energy subsidies
In one line: The Bank of Korea stands pat in May, citing upside risks to inflation
In one line: Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.
The Bank of Korea stands pat in May, citing upside risks to inflation
Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.
Services activity continues to grow at solid pace in May
In one line: Korea's 20-day exports hit hard by May’s fewer working days but underlying momentum was improving on a WDA basis.
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