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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
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In one line: BoJ on hold amid oil shock risks and divided inflation views
Japan's exports slow due to holiday calendar effects
Chip and electrical machinery shipments rise
China's consumer spending was boosted by longer holiday
infrastructure investment rebounds thanks to policy support
Industrial output lifted by export demand
In one line: Bank of Korea hold rates at 2.50%; Adding Fed-style dot plot to anchor market expectations, signals six months hold
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: China’s Q4 current account surplus surges on strong goods exports
China's PPI reflation remains patchy; CPI falls back on Lunar New Year timing
In one line: China’s PPI deflation eases further in January, but improvements were patchy.
In one line: China’s FX reserves jumped in January on factors beyond valuation effects.
In one line: China’s FX reserves rose further in February amid RMB strength, partly driven by exporters repatriating overseas USD proceeds.
In one line: Consumer inflation gets holiday bump; Producer inflation continued to improve, ahead of oil price surge
In one line: China's lower growth target signals priority for structural adjustment over short-term growth
In one line: Korean PMI points to building inflation pressure
In one line: Korea’s export jump exaggerated by LNY timing; semiconductors still underpin growth.
In one line: Property and construction weakness drags China’s non-manufacturing PMI below 50
In one line: China’s manufacturing PMI slips, as a larger-than-usual post-December festive and pre-LNY demand pullback exposes weak fundamentals.
In one line: Korea exports surge in full-month February on global AI investment boom
In one line: Tokyo headline inflation under control
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