- © 2026 Pantheon Macroeconomics
- Tel: +1 914 610 3830
Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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: China credit growth softens further in October, pointing to ongoing real economy weakness.
In one line: China’s CPI turns positive in October on stronger-than-expected festive demand
In one line: China’s PPI deflation continues to ease in October, with pockets of good news in involuted industries.
In one line: China’s current account surplus widens in Q3 compared to a year ago on record goods exports.
In one line: China’s October FX reserves rise unexpectedly on equity inflows despite dollar strength
In one line: China’s export reversal led by weaker shipments to non-US markets, notably the EU.
In one line: China’s RatingDog PMI slips as export orders fall sharply in October amid renewed US trade tensions
In one line: Renewed weakness in Korean manufacturing sector in October; Trade/ investment deal eases outlook risks
In one line: Semiconductors and South America shipments drive Korea’s WDA export rebound.
In one line: Korea’s resilient November exports powered by robust semiconductor demand
In one line: China’s official non-manufacturing PMI dips below 50 for the first time since Covid reopening
In one line: China’s NBS manufacturing PMI shows mild improvement, but core industries cherished by policymakers weakens in November.
RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
Korean manufacturing index treading water
Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026
In one line: exports hold up ahead of row with China
Weak net exports of goods and tourism hit growth
Private consumption was sluggish
Business non-residential investment was resilient
Full-time regular pay growth slowed a tad
Real wages extended their decline in September
Efficiency gains help profits but hurt labour demand
Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry
In one line: BoJ stands pat amid trade uncertainty and wage caution as Takaichi takes helm
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,