Pantheon Macroeconomics

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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

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Kelvin Lam (Senior China+ Economist)

9 September 2025 China+ Monitor China's exports lose steam on low- techs; slump in US exports persists

  • China exports slowed for third successive month in August, dragged down by low-tech shipments.
  • US was largest drag on growth; monthly exports fell 12.8% seasonally adjusted, offsetting ASEAN's gains.
  • Export growth is set to slow in H2 on the back of a weaker US economy and less stockpiling.
Kelvin Lam (Senior China+ Economist)China+

8 September 2025 China+ Monitor Japan's car-tariff deal sealed; wage growth paves way for October hike

  • A US executive order finally formalises its trade deal with Japan, ending uncertainty for Japan’s economy.
  • Real wages have risen for the first time since December, boosting October rate-hike bets.
  • The BoJ is likely to look past weaker ‘same-sample’ data, with trade worries fading.
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,