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.

Daily Monitor

17 December 2025 China+ Monitor Japan's wage outlook for 2026 likely to remain uneven

  • The BoJ’s regional branches report steady wage-hike expectations for 2026, except at small firms.
  • Japan’s December flash PMIs see manufacturing activity reviving but cost pressures mounting.
  • The Q4 Tankan finds severe labour shortages, but these have yet to spur an uptick in broad wage growth.
Duncan WrigleyChina+

16 December 2025 China+ Monitor China's domestic demand still in the slow lane as policy boost fades

  • China’s November activity data point to slowing goods consumption but steady services spending.
  • Still-falling fixed asset investment has yet to benefit from the quasi-fiscal-stimulus funding support.
  • Policymakers will proceed cautiously on tackling the reasons for the weak demand, amid bright exports.
Duncan WrigleyChina+
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Keywords for: China+ Documents

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