Pantheon Publications

CN Datanote: Exports, Japan, April

In one line: Japan’s export growth accelerates on rising legacy chip prices

CN Datanote: 20-Day Exports, Korea, May

In one line: Korea’s chip export boom masks the underlying K-shaped recovery

CN Datanote: Flash Services PMI Japan, May

In one line: Japan's services activity stalls in May, likely hit by slowing inbound tourism

CN Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan’s manufacturing expansion slows in May, but precautionary front-loading continues

CN Datanote: GDP, Japan, Q1

In one line: Japan’s Q1 GDP beats expectations, but extended Strait closure complicates BoJ tightening

21 May 2026 China+ Monitor Xi-Trump summit ends with warm optics, but strategic rivalry still intact

• President Trump’s visit to China achieved no major breakthroughs, but strategic dialogue will continue…
•  …Underwhelming business deals were signed, while no decisions were made on extending the trade truce.
• Japan’s Q1 GDP surprised to the upside, but Hormuz risks complicate the BoJ’s rate-hike decision in June.

14 May 2026 China+ Monitor What to expect from high-stakes Xi-Trump summit in Beijing

• The Xi-Trump summit is likely to be about optics and relationship building with no major policy breakthrough.
• China enters the talks with stronger leverage, as its trade exposure to US demand has declined sharply.
• Markets should monitor Phase Three trade talks, any Boeing deals, Iran war coordination, Taiwan arms sales.

CN Datanote: Exports, China, March

In one line: China trade surplus hit by soft exports and hi-tech driven imports

PM Datanote: BoK Decision, Korea, April

In one line: BoK stays put, leaving canvas blank for incoming Shin amid war-induced growth and inflation risks.

PM Datanote: Wages, Japan, February

In one line: Japan’s solid wage growth beats expectations, supporting an April’s BoJ hike.

PM Datanote: Whole Economy PMI, Hong Kong, March

In one line: Hong Kong PMI falls below 50 for first time since August 2025 amid war uncertainty in the Middle East

PM Datanote: RatingDog Services PMI, China, March

In one line: China’s RatingDog services PMI cools on payback effect, wither employment softening

PM Datanote: Exports, Korea, March

In one line: Korea exports surge on higher chip prices and post-LNY boost;  the BoK turns cautious 

CN Datanote: CPI, China, March

In one line: China CPI: Post LNY decline less pronounced as energy contribution rises 

CN Datanote: PPI, China, March

In one line: China ends 41-month of PPI deflation as war-driven energy spike lifts prices

CN Datanote: PPI, China, April

In one line: China’s PPI jumps on energy shock as war-driven reflation accelerates

CN Datanote: CPI, China, April

In one line: China’s CPI surprises to the upside as energy inflation accelerates in April

CN Datanote: Exports, China, April

In one line: China trade surplus rebounds as tech demand outweighs war-driven energy shock

CN Datanote: Foreign Reserves, China, April

In one line: China’s reverse jump in reserves reflects changes in market risk appetite

CN Datanote: RatingDog Services PMI, China, April

In one line: China’s RatingDog services PMI lifted by domestic demand on new product launches and innovation