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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.

Datanotes

China+ Datanote: FX Reserves, China, August

In one line: Valuation effects lift China’s FX reserves in August; expect them to drive reserves higher in H2

China+ Datanote: Exports, China, August

In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength

China+ Datanote: Wages, Japan, July

In one line: Japan's real wage turned positive for the first time in seven months, paving the way for an October BoJ hike.

China+ Datanote: Flash Services PMI, Japan, August

In one line: Japan’s private sector activity posts its fastest rise since February, with broad based services and manufacturing improvements.

China+ Datanote: Flash Mfg PMI, Japan, August

In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.

China+ Datanote: Exports, Japan, July

In one line: Japan’s export show strain from tariffs, with cars and steel leading declines.

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

In one line: Korea’s 20-day exports rebound in August, monthly momentum firms despite fading US front-loading.

China+ Datanote: Preliminary GDP, Japan, Q2

In one line: Japan Q2 GDP: Net trade and business investment lift growth; likely to bolster BoJ’s determination to hike.

China+ Datanote: PPI, China, July

In one line: China’s producer prices continue to fall amid involution and weak demand

China+ Datanote: CPI, China, July

In one line: China’s CPI stays flat in July as disinflation pressure lingers on weak demand 

CHINA+ DATA WRAP 10 September 2025: China's producer deflation improvement

In one line: China's producer deflation improvement mainly driven by short-term factors; consumer price fall is due to food prices, with core inflation rising


CHINA+ DATA WRAP 3 September 2025: RatingDog services PMI points to job risks

In one line: China's RatingDog services PMI points to job risks after court ruling on social security contributions

CHINA+ DATA WRAP 1 September 2025: China's manufacturing PMIs post modest gains

In one line: China's manufacturing PMIs post modest gains; Korean exports propped up by chip exports

CHINA+ DATA WRAP 29 August 2025: Tokyo inflation falls

In one line: Tokyo inflation fall mainly due to energy subsidies

CHINA+ DATA WRAP 28 August 2025: BoK stays put

In one line: BoK stays put amid US pressure not to weaken currency

China+ Datanote: CPI, Japan, July

In one line: Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

CHINA+ DATA WRAP 22 August 2025: Japan's headline inflation slows

Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

China+ Datanote: Loan Prime Rates, China, August

In one line: China's LPRs on hold, despite July's weakening demand data

CHINA+ DATA WRAP 20 August 2025: China's LPRs on hold

China's LPRs on hold, despite weakening demand data

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Keywords for: China+ Documents

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