Pantheon Macroeconomics

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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.

despite July's weakening demand data Kelvin Lam (Senior China+ Economist)

China+ Datanote: Foreign Reserves, China, July

In one line: China’s FX reserves dip on stronger dollar and bond loses in July.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, July

In one line: China’s monthly export momentum fades in July; pharma shipments surged while rare-earth exports rebound.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoJ Decision, Japan, July

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

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Non-Manufacturing PMI, China, July

In one line: NBS non-manufacturing PMI dragged down by construction activity in July.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Manufacturing PMI, China, July

In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Loan Prime Rates, China, July

In one line: China keeps LPR unchanged, further easing expected in the second half of 2025

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20-Day Exports, Korea, July

In one line: Korea’s early export data remains sturdy on WDA basis amid US trade uncertainty 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoK Decision, Korea, July

In one line: BoK hold rates in July, keeping an eye on trade developments and overheating property market in Seoul.

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

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