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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
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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
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 Q1 GDP growth was boosted by demand stimulus and export front-loading pre-tariff turmoil
Government bond issuance still taking centre stage, with modest uptick in household loans
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
Tokyo inflation picks up, but the BoJ's immediate focus will be on US auto tariffs
Tokyo inflation picks up, but the BoJ's immediate focus will be on US auto tariffs
PBoC prioritising RMB defence over rate cuts, after decent activity data in the first two months
Japan’s consumer inflation slows as energy subsidies kick in
Japan's inflation slows due to energy subsidies
Korea's 20-day WDA exports rebound led by chip exports, but the outlook is murky
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