Pantheon Macroeconomics
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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.
Caixin PMI reports falling export orders
Korean exports hold up thanks to front-loading, but domestic demand sags
Tokyo headline inflation slows, despite rising food inflation
Japan's weak manufacturing PMI should rise after US-Japan trade deal
Services activity rose
Japan's headline consumer inflation slows after energy subsidies restart
upper house election poses JGB risks
China's steadyish Q2 real GDP growth boosted by intensifying deflation; nominal growth lowest since Q4 2022
China's worsening producer deflation mainly due to bad weather
Low core consumer inflation reflects weak demand
China's Caixin PMI, Korea's PMI and Japan's Tankan point to manufacturers' measured relief at easing trade tensions
China's Official PMIs point to improving manufacturing and construction activity, but weak jobs market
Tokyo inflation cools thanks to energy subsidies restart
China's industrial profits hit by slower investment income and weak demand
Japanese exports fall as US tariff hikes slam auto shipments
Japanese exports fall as US tariff hikes slam auto shipments
China's investment and industrial output data point to slowing growth, despite the bright retail sales reading
Producer deflation slammed by weakening international energy prices, weather-hit construction activity
China's CPI still in mild deflation, while producer deflation worsens due to weak global oil prices
Korean PMI shows domestic demand tanking, but sentiment is improving thanks to tariff war pause
Core inflation ticks up after removal of energy subsidies
Core inflation nudges up, after energy subsidies end
China to stick to targeted easing, despite broad cooling in April activity growth
Caixin services PMI points to business jitters over tariff worries

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