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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.

flash services pmi japan Kelvin Lam (Senior China+ Economist)

CN Datanote: Exports, Japan, April

In one line: Japan’s export growth accelerates on rising legacy chip prices

CN Datanote: Flash Services PMI Japan, May

In one line: Japan's services activity stalls in May, likely hit by slowing inbound tourism

CN Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan’s manufacturing expansion slows in May, but precautionary front-loading continues

CN Datanote: GDP, Japan, Q1

In one line: Japan’s Q1 GDP beats expectations, but extended Strait closure complicates BoJ tightening

PM Datanote: Wages, Japan, February

In one line: Japan’s solid wage growth beats expectations, supporting an April’s BoJ hike.

PM Datanote: Whole Economy PMI, Hong Kong, March

In one line: Hong Kong PMI falls below 50 for first time since August 2025 amid war uncertainty in the Middle East

PM Datanote: RatingDog Services PMI, China, March

In one line: China’s RatingDog services PMI cools on payback effect, wither employment softening

CN Datanote: RatingDog Services PMI, China, April

In one line: China’s RatingDog services PMI lifted by domestic demand on new product launches and innovation

CN Datanote: Whole Economy PMI, Hong Kong, April

In one line: Hong Kong PMI weakens as employment and domestic demand deteriorate amid war uncertainty

PM Datanote: National CPI, Japan, March

In one line: Japan National CPI firms on core goods and fading energy drag; BoJ likely to delay hike next week.

PM Datanote: Flash PMIs, Japan, April

In one line: Japan manufacturing boosted by precautionary front-loading amid supply shocks while services slow

PM Datanote: Exports, Japan, March

In one line: Japan exports rebound in March on post-LNY China demand; BoJ hike likely delayed to June after media leak

PM Datanote: Exports, Japan, January

In one line: Japan exports spike on Lunar New Year boost, strong momentum unlikely to last.

PM Datanote: Preliminary GDP, Japan, Q4

In one line: Japan’s softer than expected GDP outturn reinforces our case for a later than market rate hike.

PM Datanote: Non-Manufacturing PMI, China

In one line: Property and construction weakness drags China’s non-manufacturing PMI below 50

PM Datanote: Manufacturing PMI, China

In one line: China’s manufacturing PMI slips, as a larger-than-usual post-December festive and pre-LNY demand pullback exposes weak fundamentals.

China+ Datanote: BoJ Decision, Japan, January

In one line: BoJ stands pats in January, but inflation momentum keeps tightening chances intact.

China+ Datanote: Flash PMIs, Japan, January

In one line: Japan’s PMIs jump in January, pointing to firmer labour demand, especially in manufacturing.

China+ Datanote: National CPI, Japan, December

In one line: Japan CPI slump driven by energy and fresh food; underlying inflation remains sticky

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Keywords for: China+ Documents

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