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 nominal wage growth is steady
In one line: China’s non-manufacturing growth stalls in November as construction weighs on activity.
In one line: China’s stimulus continues to give manufacturing activity a modest lift amid looming geopolitical uncertainty
In one line: Korea’s WDA exports rebound in November, but looming protectionist risks loom over growth.
In one line: Japan’s Q3 GDP is a mixed bag, with private consumption surprising on the upside but business investment falling.
In one line: China's credit growth slows to historic lows amid muted household and business loan demand
China's deflation risks persist in October, but there is a silver lining
In one line: China’s headline producer deflation masks stimulus-driven price upticks in construction materials
In one line: China’s CPI near deflation weighed down by volatile items; uptick in services inflation
In one line: China’s Q3 current account surplus widens; inward FDI remains negative for second consecutive quarter
In one line: One month’s data can be misleading; China's quarterly export growth has, in fact, decelerated.
In one line: China’s foreign reserves drop in October amid dollar strength and outflow pressures.
In one line: Japan’s wage growth holds steady, supporting case for BoJ hike in early 2025; Our revised forecasts post-Trump victory show weaker growth
Caixin services PMI slows a notch
PMI buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025
China Caixin and Korean manufacturing PMIs buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025
Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,