Pantheon Publications

Global Datanote: PPI, China, August, 2025

• In one line: Improvement in producer deflation appears mainly driven by short-term factors, more than policy yet

Global Datanote: Export, Korea, August

• In one line: WDA-export growth holds up despite tariff ructions   

Global Datanote: Manufacturing PMIs, China, August

• In one line: Modest activity gains

Global Datanote: BoK Policy Decision, Korea, August

In one line: BoK stays put amid US pressure not to weaken currency

Global Datanote: Caixin Manufacturing PMI, China, July

In one line: China’s manufacturing sector rocked by trade uncertainty

Global Datanote: Politburo, China, Q2

In one line: China's Q2 Politburo meeting downplays trade risks, focuses on domestic issues like price wars

Global Datanote: Flash manufacturing PMI, Japan, July

In one line: manufacturing index slammed by falling output; July should be low point after US-Japan trade deal

Global Datanote: CPI, Japan, June

In one line: Japan's headline consumer inflation slows after energy subsidies restart; upper house election poses JGB risks

Global Datanote: PPI, China, June 2025

• In one line: Producer deflation worsens due to weather hitting construction, a jump in renewable energy generation and trade frictions

Global Datanote: Caixin Manufacturing PMI, China, June

In one line: Caixin PMI concurs with official index in showing manufacturing activity rebound

Global Datanote: Official manufacturing PMI, China, June

In one line: Manufacturing activity index rises thanks to eased tariff tensions and domestic policy support

Global Datanote: Tokyo CPI, Japan, June

In one line: Tokyo inflation cools, thanks to restart of energy subsidies

Global Datanote: Caixin Manufacturing PMI, China, May

 Plunge in Caixin manufacturing gauge won't trigger a knee-jerk policy response