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China+ Publications

Below is a list of our China+ Publications for the last 6 months. If you are looking for reports older than 6 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.

BoJ Policy Decision Japan October Kelvin Lam (Senior China+ Economist)

CHINA+ DATA WRAP 30 August 2024

In one line: Tokyo consumer inflation surprises on the upside, backing BoJ’s decision to hike.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, July

In one line: Japan's inflation remains steady in July as energy prices rebound and core-core inflation eases

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 August 2024

Japan's inflation remains steady in July as energy prices rebound and core-core inflation eases

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 August 2024

BoK holds rate steady on financial stability worries; Japan's flash PMIs indicate better growth momentum in August, especially in services

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Manufacturing PMI, Japan, August

In one line: Japan’s manufacturing activity shrinks at a slower pace in August, thanks to improvement in output and employment

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoK Decision, Korea, August

In one line: The Bank of Korea is in no rush to cut rates, likely to start its easing cycle in Q4

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 August 2024

Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.

Japan’s July export growth boosted by semiconductors gains and mixed regional demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, July

In one line: Japan’s July export growth boosted by semiconductors gains and mixed regional demand

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 15 August 2024

Slowing industrial production highlights China’s slumping property sector and rising trade frictions 

China’s retail sales rebound in July, but weak consumer confidence and property woes weigh on growth

Fixed investment falters amid infrastructure slowdown and weak private investment  

China’s property sales activity and price growth remain weak

PBoC shifts to new monetary framework: MLF operations to be carried out on 25th of every month

Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: GDP, Japan, Q2

In one line: Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Loan Prime Rates, China, July

In one line: China’s loan prime rates and short-term rates were unexpectedly lowered in July; plans revealed to revive local government finances

Kelvin Lam (Senior China+ Economist)China+

China+Datanote: BoJ Decision, Japan, June

In one line: The BoJ will reveal detailed plans for bond tapering in July’s meeting.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Labour Cash Earnings, Japan, April

In one line:  Japan's regular pay growth quickened to 30-year high

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 31 May 2024: China's NBS PMIs surprised to the downside

Manufacturing activities flounder in May on weakening domestic and external demand

Non-manufacturing PMI stalls as construction activity slow sharply

Japan’s Tokyo inflation accelerates on the back of expiring energy subsidies

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoK Decision, Korea, May

In one line: The Bank of Korea stands pat in May, citing upside risks to inflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 May 2024: The BoK stays put in May, citing upside risks to inflation

The Bank of Korea stands pat in May, citing upside risks to inflation

Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Services activity continues to grow at solid pace in May 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Manufacturing PMI, Japan, April

In one line: Japan's manufacturing PMI improves on higher output and weak JPY

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

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