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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: 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: BoJ stands pat amid trade uncertainty and wage caution as Takaichi takes helm
In one line: Fimer Tankan readings pave way for BoJ policy normalisation in October.
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.
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