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.
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
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
Caixin services PMI points to business jitters over tariff worries
BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year
BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year
Manufacturing activity bashed by tariff war
Non-manufacturing activity slows
The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk
The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk
China's foreign reserves excluding valuation effects fell
Japan's real wage decline hurts consumption
China likely to step up fiscal and monetary policy support, allow weaker RMB, in response to hefty US tariff hike;
Caixin services activity rises
China's manufacturing PMI nudges up, but sentiment ebbs
China's manufacturing PMI nudges up, but sentiment ebbs; construction order slump is worrying
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