Pantheon Macroeconomics

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China+ Publications

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.

China's exports not as strong as the headline suggests. Japan's core machine orders probably fell last month. Commodities are pulling Japan's PPI out of deflation Duncan Wrigley

China+Datanote: 20-Day Exports, Korea, June

Korean exports power ahead thanks to AI-chip shipments

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 June 2024: Korean WDA 20-day exports forge ahead

Korean WDA 20-day exports forge ahead, thanks to AI chip boom

Japan's consumer inflation ticks up, despite softening flash PMI readings

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 June 2024: Japan's exports buoyed by US and Chinese demand

Japan's exports buoyed by US and Chinese demand, despite falling shipments to the EU

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 June 2024: China activity boosted by equipment upgrades

China activity bolstered by equipment upgrade and home appliance trade-in policies, despite weak property and auto sales

Duncan WrigleyChina+

China+Datanote: Money & Credit, China, May

Government bond issuance props up credit creation, as M1 takes a dive 

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 June 2024: China's export growth picks up

Japan's revised Q1 GDP still points to miserable domestic demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 7 June 2024: China's export growth picks up

China's robust May export growth largely propelled by shipments to ASEAN

Duncan WrigleyChina+

May 2024 - China+ Chartbook

  • - CHINA GETS SERIOUS ABOUT PROPERTY SECTOR SUPPORT
  • - BOJ CAUGHT BETWEEN A ROCK AND A HARD PLACE
  • - BOK LIKELY TO DELAY RATE RISE AMID EXPORT BOOM

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 June 2024: Caixin PMI rises; Korean PMI hits two-year high

China's Caixin PMI rises, thanks to robust consumer goods output

Korean manufacturing PMI hits a two-year high

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 May 2024: Japan's consumer inflation still cooling

Japan’s consumer inflation still cooling, as the BoJ monitors wage inflation and the impact of the weak JPY

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 May 2024: Japan's exports maintain steady growth

Japan's exports maintain steady growth, led by cars and chips

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 May 2024; China activity - retail sales slow

China activity - retail sales slow as industrial output rebounds; likely major property policy announcement due today

Duncan WrigleyChina+

China+ Datanote: MLF Rate, China, May

The PBoC leaves the MLF rate unchanged, despite the April credit data dip

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 May 2024; MLF rate on hold again

The PBoC leaves the MLF rate unchanged, despite the April credit data dip

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, April

China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand  

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 May 2024: China's exports see only modest improvement

Only modest improvement in China's headline exports; imports rise in anticipation of stimulus impact; Japanese broad wages yet to turn around

Duncan WrigleyChina+

China+ Datanote: Manufacturing PMIs, China, April

Manufacturing output in rude health, though the PMIs provide contrasting readings for new orders

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 April 2024: Manufacturing PMIs point to robust output

China's PMIs indicate manufacturing output surge, despite mixed demand readings; services activity suffers post-holiday dip

Duncan WrigleyChina+

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Keywords for: China+ Documents

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