Pantheon Macroeconomics
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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
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In one line: BoJ stays put on rates in September, starts ETFs and J-REITs offloading plan
In one line: Japan's real wage turned positive for the first time in seven months, paving the way for an October BoJ hike.
In one line: Japan’s private sector activity posts its fastest rise since February, with broad based services and manufacturing improvements.
In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.
In one line: Japan’s export show strain from tariffs, with cars and steel leading declines.
In one line: Japan Q2 GDP: Net trade and business investment lift growth; likely to bolster BoJ’s determination to hike.
In one line : Japan’s nominal wage growth remains sturdy amid trade headwinds, but real wages stay deeply negative.
In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser
In one line: Japan’s exports slip unexpectedly in June, raising risk of a technical recession
In one line : Japanese wage growth is not as weak as it looks, the wage slump was mostly about bonuses.
In one line: China’s services momentum cools amid property drag and post-holiday blues; Caixin composite PMI signals softer Q2 GDP.
In one line: Japan's manufacturing PMI rebound on stockpiling activity, but domestic demand softens
In one line: Japan's services business activity grow faster in June, but slowing input cost increase bode ill for wage growth
In one line: Japan’s GDP shrinks for the first time in a year, reinforcing the BoJ's wait-and-see stance.
In one line: Japan's core inflation surprised on the upside, but unlikely to sway BoJ into hiking mode
In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June
In one line: Japan's services sector expands at a slower pace in May
In one line: Japan's manufacturing PMI rose as US importers rushed orders ahead of Tariff reprieve expiry.
In one line : Japanese inflation continues to outpace labour earnings; BoJ likely to hold rates in June.
In one line: BoK cuts to 2.50% on weaker growth outlook amid tariff war impact
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