Pantheon Macroeconomics

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China+ Publications

Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 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.

Daily Monitor Datanotes Duncan Wrigley

CHINA+ DATA WRAP 17 November 2025: Japan's GDP fell in Q3

Weak net exports of goods and tourism hit growth
Private consumption was sluggish
Business non-residential investment was resilient




CHINA+ DATA WRAP 6 November 2025: Japan's full-time wage growth slows

Full-time regular pay growth slowed a tad
Real wages extended their decline in September





6 November 2025 China+ Monitor China's falling saving rate not enough to revamp growth model

  • China’s household saving rate has fallen, implying greater readiness for consumption spending...
  • ...But not by enough to make up for the slump in residential sales since 2019; no wonder demand is soft.
  • The October RatingDog services PMI reports efficiency gains; good for profits, but bad for jobs short term.

CHINA+ DATA WRAP 31 October 2025: Modest rise in inflation won't shock BoJ

Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry





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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,