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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 GDP Q3 Duncan Wrigley

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





China+ Datanote: Exports, Japan, October

In one line: exports hold up ahead of row with China

CHINA+ DATA WRAP 17 November 2025: Japan's GDP fell in Q3

Weak net exports of goods and tourism hit growth
Private consumption was sluggish
Business non-residential investment was resilient




CHINA+ DATA WRAP 6 November 2025: Japan's full-time wage growth slows

Full-time regular pay growth slowed a tad
Real wages extended their decline in September





CHINA+ DATA WRAP 31 October 2025: Modest rise in inflation won't shock BoJ

Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry





CHINA+ DATA WRAP 24 October 2025: Modest rise in inflation won't shock BoJ

In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing 





CHINA+ DATA WRAP 8 October 2025: Japan's wage growth slows again

In one line: Japan's wage growth slows again, with bonuses hit by tourism weakness






CHINA+ DATA WRAP 26 September 2025: Tokyo headline inflation steady

Tokyo headline inflation steady, after launch of childcare subsidies





CHINA+ DATA WRAP 24 September 2025: Japan's manufacturing weakening

Japan's flash PMIs reveal divergence between weakening manufacturing sector and resilient services activity




CHINA+ DATA WRAP 29 August 2025: Tokyo inflation falls

In one line: Tokyo inflation fall mainly due to energy subsidies

China+ Datanote: CPI, Japan, July

In one line: Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

CHINA+ DATA WRAP 22 August 2025: Japan's headline inflation slows

Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

CHINA+ DATA WRAP 25 July 2025: Tokyo headline inflation slows

Tokyo headline inflation slows, despite rising food inflation

CHINA+ DATA WRAP 24 July 2025: Japan's PMI should improve after deal

Japan's weak manufacturing PMI should rise after US-Japan trade deal

Services activity rose

CHINA+ DATA WRAP 18 July 2025: Japan's headline consumer inflation slows

Japan's headline consumer inflation slows after energy subsidies restart
upper house election poses JGB risks

CHINA+ DATA WRAP 15 July 2025: China's real GDP steady, with steeper deflation

China's steadyish Q2 real GDP growth boosted by intensifying deflation; nominal growth lowest since Q4 2022

CHINA+ DATA WRAP 1 July 2025: China's Caixin manufacturing PMI also rises

China's Caixin PMI, Korea's PMI and Japan's Tankan point to manufacturers' measured relief at easing trade tensions

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Keywords for: China+ Documents

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