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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
Please use the filters on the right to search for a specific date or topic.
In one line: Korea’s 20-day exports surge in February on semiconductors, despite fewer working days, as DRAM prices soar in Q1
In one line: Japan exports spike on Lunar New Year boost, strong momentum unlikely to last.
In one line: Japan’s softer than expected GDP outturn reinforces our case for a later than market rate hike.
In one line: Korea’s export jump exaggerated by LNY timing; semiconductors still underpin growth.
In one line: Korea exports surge in full-month February on global AI investment boom
In one line: BoJ stands pats in January, but inflation momentum keeps tightening chances intact.
In one line: Japan’s PMIs jump in January, pointing to firmer labour demand, especially in manufacturing.
In one line: Japan CPI slump driven by energy and fresh food; underlying inflation remains sticky
In one line: Korea’s 20-day exports rebound buoyed by base effects; monthly momentum actually slowed in January.
In one line: Diversification keeps China exports float in 2025; December export upticks largely support by ASEAN & BRICS demand
In one line: Japan’s services and manufacturers face worsening inflation dynamics.
In one line: Japan’s inflation and currency backdrop favours policy normalisation, but politics cloud a near-term BoJ hike.
In one line: China’s export reversal led by weaker shipments to non-US markets, notably the EU.
In one line: Semiconductors and South America shipments drive Korea’s WDA export rebound.
In one line: Korea’s resilient November exports powered by robust semiconductor demand
In one line: BoJ stands pat amid trade uncertainty and wage caution as Takaichi takes helm
In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.
In one line: Fimer Tankan readings pave way for BoJ policy normalisation in October.
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