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
Please use the filters on the right to search for a specific date or topic.
October rate hike seems off the cards
PBoC official hints that RRR cut will be the next move
BoJ holds fast, offering rosier view on consumption activity
Consumer inflation rises on the back of food inflation, notably rice shortages
BoJ holds steady as Japan's national inflation rises modestly
China's LPRs unchanged
Domestic demand fades in August, with fiscal policy slow to gain traction
Government bond surge props up broad credit growth
The upcoming seasonal rebound in construction activity won’t decisively turn around falling producer prices
China's slowing core consumer inflation indicates weak demand
Producer deflation steepens as construction activity splutters
Japan's wage surge largely propelled by bonuses, but regular pay also making gains
Severe competition drives services price cuts in China, despite resilient demand
Caixin headline manufacturing index makes only minor revival, dragged by sinking new export orders
Caixin manufacturing index still at low level, despite modest uptick
Korea's manufacturing index robust, but export orders slip
China's consumer inflation buoyed by seasonal food inflation, rather than demand
Producer deflation extends decline amid oversupply
Japan's wages surge appears driven by bonuses
China's official PMIs point to stagnating manufacturing activity
BoJ raises the policy rate ahead of market expectations
BoJ raises the policy rate ahead of market expectations
China's official PMIs point to stagnating manufacturing activity & slump in construction demand
Politburo calls for incremental policy measures, but no bazooka
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,