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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.

Datanotes Duncan Wrigley

CHINA+ DATA WRAP 24 March 2026: Japan's inflation fell, ahead of oil price surge

In one line: Japan's inflation fell in February, ahead of oil price surge; Services firms' sentiment dives to mid-2020 level

CHINA+ DATA WRAP 23 March 2026: Korean exports jump, thanks to chip sales

In one line: Korean exports jump, thanks to chip sales; oil product shipments surge

CHINA+ DATA WRAP 19 March 2026: BoJ on hold amid oil shock risks

In one line: BoJ on hold amid oil shock risks and divided inflation views

CHINA+ DATA WRAP 18 March 2026: Japan's exports slow due to holiday effects

Japan's exports slow due to holiday calendar effects
Chip and electrical machinery shipments rise

CHINA+ DATA WRAP 16 March 2026: China's activity data improves in Jan-Feb

China's consumer spending was boosted by longer holiday
infrastructure investment rebounds thanks to policy support
Industrial output lifted by export demand

CHINA+ DATA WRAP 9 March 2026: Consumer inflation gets holiday bump

In one line: Consumer inflation gets holiday bump; Producer inflation continued to improve, ahead of oil price surge



CHINA+ DATA WRAP 5 March 2026: China's lower growth target

In one line: China's lower growth target signals priority for structural adjustment over short-term growth




CHINA+ DATA WRAP 24 February 2026: LPRs unchanged

In one line: LPRs unchanged, with China relying on fiscal policy to support growth


CHINA+ DATA WRAP 20 February 2026: Japan's cooling consumer inflation

In one line: Cooling consumer inflation justifies BoJ taking time on rate hike 

CHINA+ DATA WRAP 13 February 2026: Hints of a coming property policy shift

In one line: Hints of shifting property market policy, as prices extend their decline

CHINA+ DATA WRAP 9 February 2026: Japan's regular pay growth steady

In one line: Japan's regular pay growth steady, as PM Takaichi secures resounding election win

CHINA+ DATA WRAP 4 February 2026: RatingDog services PMI posts a modest gain

In one line: China's RatingDog services PMI posts a modest gain, largely reflecting pre-holiday seasonality

CHINA+ DATA WRAP 2 February 2026: China's manufacturing PMIs diverge

In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries; Korean PMI lifted by AI-related chip sector

CHINA+ DATA WRAP 30 January 2026: Sharp drop in Tokyo inflation

In one line: Sharp drop in Tokyo inflation largely due to one-off factors; won't change BoJ outlook

CHINA+ DATA WRAP 22 January 2026: Japan's steady export rebound

In one line: Japan's overall exports rise, despite falling shipments to the US

CHINA+ DATA WRAP 19 January 2026: China's Q4 GDP reports torpid domestic demand

In one line: China's Q4 GDP reports torpid domestic demand versus vibrant industrial output

China+ Datanote: Money & Credit, China, December

In one line: Non-government credit demand still sluggish amid structural adjustment

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