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China+ Publications

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.

japan Duncan Wrigley

CHINA+ DATA WRAP 12 May 2026: Japan's household spending slows

In one line: People curbed spending in response to fuel price hikes in March

CHINA+ DATA WRAP 1 May 2026: Tokyo inflation subdued; Korea exports surging

In one line: Tokyo inflation subdued thanks to expanded childcare subsidies;
Korean exports buoyed by robust chip sales

CHINA+ DATA WRAP 28 April 2026: BoJ on hold

In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed

CHINA+ DATA WRAP 31 March 2026: China's manufacturing activity resilient

In one line: China's manufacturing activity resilient, despite jump in energy-related costs

CHINA+ DATA WRAP 24 March 2026: Japan's inflation fell, ahead of oil price surge

In one line: Japan's inflation fell in February, ahead of oil price surge; Services firms' sentiment dives to mid-2020 level

CHINA+ DATA WRAP 19 March 2026: BoJ on hold amid oil shock risks

In one line: BoJ on hold amid oil shock risks and divided inflation views

CHINA+ DATA WRAP 18 March 2026: Japan's exports slow due to holiday effects

Japan's exports slow due to holiday calendar effects
Chip and electrical machinery shipments rise

CHINA+ DATA WRAP 20 February 2026: Japan's cooling consumer inflation

In one line: Cooling consumer inflation justifies BoJ taking time on rate hike 

CHINA+ DATA WRAP 9 February 2026: Japan's regular pay growth steady

In one line: Japan's regular pay growth steady, as PM Takaichi secures resounding election win

CHINA+ DATA WRAP 30 January 2026: Sharp drop in Tokyo inflation

In one line: Sharp drop in Tokyo inflation largely due to one-off factors; won't change BoJ outlook

CHINA+ DATA WRAP 22 January 2026: Japan's steady export rebound

In one line: Japan's overall exports rise, despite falling shipments to the US

CHINA+ DATA WRAP 8 January 2026: Wage growth falls, but regular pay steady

In one line: BoJ won't be fazed by slowing headline wage growth, as regular pay growth is relatively steady

China+ Datanote: Flash Manufacturing PMI, Japan, December

In one line: Reviving manufacturing activity but mounting cost pressures

CHINA+ DATA WRAP 16 December 2025: Japan's flash PMIs

 Japan's flash PMIs find reviving manufacturing activity but mounting cost pressures

CHINA+ DATA WRAP 8 December 2025: Politburo signals urgency to stabilise demand

Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses

CHINA+ DATA WRAP 28 November 2025: Tokyo inflation slows slightly

Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026





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Keywords for: China+ Documents

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