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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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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
China's industrial profit plunge underscores urgent need for stimulus
In one line: China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut
Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting
China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut
In one line: Chineses banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers.
Chinese banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers
Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.
Caixin services PMI points to activity uptick
China’s existing stimulus produces initial results, as state sector heeds strong policy signals
China's stimulus lifts manufacturing PMI
BoJ stays pat and Governor Ueda keeps options open
China picked up in Q3, but GDP growth will still need to double q/q in Q4 to get close to full-year target
China's new property market policies will provide only a modest demand lift
In one line: China export growth strategy faces challenges in H2, signalling growing need for domestic stimulus.
In one line: China’s insufficient demand and over capacity continue to weigh on producer prices
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