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

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Datanotes

China+ Datanote: Exports, Japan, October

In one line: exports hold up ahead of row with China

CHINA+ DATA WRAP 17 November 2025: Japan's GDP fell in Q3

Weak net exports of goods and tourism hit growth
Private consumption was sluggish
Business non-residential investment was resilient




CHINA+ DATA WRAP 6 November 2025: Japan's full-time wage growth slows

Full-time regular pay growth slowed a tad
Real wages extended their decline in September





CHINA+ DATA WRAP 31 October 2025: Modest rise in inflation won't shock BoJ

Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry





China+ Datanote: BoJ Decision, Japan, October

In one line: BoJ stands pat amid trade uncertainty and wage caution as Takaichi takes helm

China+ Datanote: BoK Decision, Korea, October

In one line: Bank of Korea hold rates in October as Seoul housing surges

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Keywords for: China+ Documents

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