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.

The BoK is set to continue its balancing act. China's home prices are cooling. Japan's tertiary index poses upside risks to our Q4 GDP forecast. Duncan Wrigley

China+ Datanote: PPI, China, January

Manufactured goods producer price decline stems partly from industrial spare capacity

Duncan WrigleyChina+

CHINA+ DATA WRAP 8 February 2024: China's inflation data point to soft demand

China's inflation data point to still-soft domestic demand, after filtering out the holiday noise

Duncan WrigleyChina+

CHINA+ DATA WRAP 6 February 2024: modest uptick in Japanese wages

Japan's nominal wage growth ticks up slightly in approach to spring talks

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, January

Caixin index lifted by capital goods output and intermediate product exports 

Duncan WrigleyChina+

CHINA+ WRAP: Caixin PMI still relatively strong; Korean manufacturers buoyed by new product launches, high-end chip exports

Caixin PMI still relatively strong

Korean manufacturers buoyed by new product launches, high-end chip exports

Japan PMI still weak

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, January

Manufacturing production steams ahead of new orders, as firms restock in anticipation of higher sales

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 JANUARY 2024: official PMIs indicate restocking

Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity

Duncan WrigleyChina+

China+ Datanote: RRR Cut, China, January

The PBOC's RRR cut is to facilitate fiscal stimulus as the main tool for growth support; Governor hints at LPR cut

Duncan WrigleyChina+

January 2024 - China+ Chartbook

  • - CHINA WILL STAY THE COURSE, DESPITE SLOWING GROWTH
  • - BOJ IS LASER-FOCUSED ON WAGE NEGOTIATIONS
  • - KOREAN EXPORTS SHOULD BENEFIT FROM CHIP UPCYCLE

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, January

The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 JANUARY 2024: The BoJ keeps policy steady

The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 JANUARY 2024: Korean exports stutter

Korean exports stutter in January; China's LPR is kept on hold

Duncan WrigleyChina+

China+ Datanote: National CPI, Japan, December

Japanese inflation continues slowing trend; the BoJ should stay put next week

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 JANUARY 2024: Japanese inflation slowed in December

Japanese inflation continues slowing trend; the BoJ should stay put

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 JANUARY 2024: Chinese GDP slowed q/q in Q4

Chinese GDP slowed q/q, hit by fading property and consumption spending

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, January

The PBoC keeps the MLF rate on hold, gauging the impact of other easing measures

Duncan WrigleyChina+

China+ Datanote: PPI, China, December

Manufactured goods producer price decline is continuing unabated

Duncan WrigleyChina+

CHINA+ DATA WRAP 12 JANUARY 2024: China's price data indicate still-weak demand

China's price data indicate still-weak domestic demand
Exports lifted by new markets, autos

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,