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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: China's RatingDog services PMI points to job risks after court ruling on social security contributions
In one line: China's manufacturing PMIs post modest gains; Korean exports propped up by chip exports
In one line: Buoyant Caixin services PMI points to pockets of strength, such as tourism
Caixin PMI reports falling export orders
Korean exports hold up thanks to front-loading, but domestic demand sags
Japan's weak manufacturing PMI should rise after US-Japan trade deal
Services activity rose
Japan's headline consumer inflation slows after energy subsidies restart
upper house election poses JGB risks
China's steadyish Q2 real GDP growth boosted by intensifying deflation; nominal growth lowest since Q4 2022
China's worsening producer deflation mainly due to bad weather
Low core consumer inflation reflects weak demand
China's Caixin PMI, Korea's PMI and Japan's Tankan point to manufacturers' measured relief at easing trade tensions
China's Official PMIs point to improving manufacturing and construction activity, but weak jobs market
Tokyo inflation cools thanks to energy subsidies restart
China's industrial profits hit by slower investment income and weak demand
Korean PMI shows domestic demand tanking, but sentiment is improving thanks to tariff war pause
Caixin services PMI points to business jitters over tariff worries
Manufacturing activity bashed by tariff war
Non-manufacturing activity slows
China likely to step up fiscal and monetary policy support, allow weaker RMB, in response to hefty US tariff hike;
Caixin services activity rises
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,