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.
In one line: Japan's slowing inflation probably won't dissuade the BoJ from hiking rates next month
In one line: People curbed spending in response to fuel price hikes in March
In one line: Tokyo inflation subdued thanks to expanded childcare subsidies;
Korean exports buoyed by robust chip sales
In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed
In one line: China’s manufacturing PMI buoyed by post-holiday seasonality; oil price shock hits input prices
In one line: China's manufacturing activity resilient, despite jump in energy-related costs
In one line: Japan's inflation fell in February, ahead of oil price surge; Services firms' sentiment dives to mid-2020 level
In one line: BoJ on hold amid oil shock risks and divided inflation views
Japan's exports slow due to holiday calendar effects
Chip and electrical machinery shipments rise
In one line: Korean PMI points to building inflation pressure
In one line: Tokyo headline inflation under control
In one line: Cooling consumer inflation justifies BoJ taking time on rate hike
In one line: Japan's regular pay growth steady, as PM Takaichi secures resounding election win
In one line: China's RatingDog services PMI posts a modest gain, largely reflecting pre-holiday seasonality
In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries; Korean PMI lifted by AI-related chip sector
In one line: Sharp drop in Tokyo inflation largely due to one-off factors; won't change BoJ outlook
In one line: Japan's overall exports rise, despite falling shipments to the US
In one line: BoJ won't be fazed by slowing headline wage growth, as regular pay growth is relatively steady
In one line: Sentiment rose, despite slowing demand

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