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
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Japanese exports fall as US tariff hikes slam auto shipments
Japanese exports fall as US tariff hikes slam auto shipments
Core inflation ticks up after removal of energy subsidies
Core inflation nudges up, after energy subsidies end
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
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
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
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
Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path
Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path
Japan’s headline consumer inflation gains steam on food inflation
Japan’s flash manufacturing PMI shows activity spluttering
Japan's consumer inflation boosted by food inflation
Korea's WDA-exports drop during the holiday, despite auto shipment surge
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