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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.

Japan Kelvin Lam (Senior China+ Economist)

China+ Datanote: BoJ Decision, Japan, September

In one line: BoJ stays put on rates in September, starts ETFs and J-REITs offloading plan

China+ Datanote: Wages, Japan, July

In one line: Japan's real wage turned positive for the first time in seven months, paving the way for an October BoJ hike.

China+ Datanote: Flash Services PMI, Japan, August

In one line: Japan’s private sector activity posts its fastest rise since February, with broad based services and manufacturing improvements.

China+ Datanote: Flash Mfg PMI, Japan, August

In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.

China+ Datanote: Exports, Japan, July

In one line: Japan’s export show strain from tariffs, with cars and steel leading declines.

China+ Datanote: Preliminary GDP, Japan, Q2

In one line: Japan Q2 GDP: Net trade and business investment lift growth; likely to bolster BoJ’s determination to hike.

China+ Datanote: Wages, Japan, June

In one line : Japan’s nominal wage growth remains sturdy amid trade headwinds, but real wages stay deeply negative.

China+ Datanote: BoJ Decision, Japan, July

In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser 

China+ Datanote: Exports, Japan, June

In one line: Japan’s exports slip unexpectedly in June, raising risk of a technical recession

China+ Datanote: Wages, Japan, May

In one line : Japanese wage growth is not as weak as it looks, the wage slump was mostly about bonuses.

China+ Datanote: Caixin Services PMI, China, June

In one line: China’s services momentum cools amid property drag and post-holiday blues; Caixin composite PMI signals softer Q2 GDP.

China+ Datanote: Flash Manufacturing PMI, Japan, June

In one line: Japan's manufacturing PMI rebound on stockpiling activity, but domestic demand softens

China+ Datanote: Flash Services PMI, Japan, June

In one line: Japan's services business activity grow faster in June, but slowing input cost increase bode ill for wage growth

China+ Datanote: Preliminary GDP, Japan, Q1

In one line: Japan’s GDP shrinks for the first time in a year, reinforcing the BoJ's wait-and-see stance.

China+ Datanote: National CPI, Japan, May

In one line: Japan's core inflation surprised on the upside, but unlikely to sway BoJ into hiking mode

China+ Datanote: BoJ Decision, Japan, June

In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June

China+ Datanote: Flash Services PMI, Japan, May

In one line: Japan's services sector expands at a slower pace in May

China+ Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan's manufacturing PMI rose as US importers rushed orders ahead of Tariff reprieve expiry.

China+ Datanote: Wages, Japan, April

In one line : Japanese inflation continues to outpace labour earnings; BoJ likely to hold rates in June.

China+ Datanote: Tokyo CPI, Japan, May

In one line: BoK cuts to 2.50% on weaker growth outlook amid tariff war impact

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Keywords for: China+ Documents

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