Pantheon Macroeconomics

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China+ Publications

Below is a list of our China+ Publications for the last 6 months. If you are looking for reports older than 6 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 Webinar

China+Datanote: BoJ Decision, Japan, June

In one line: The BoJ will reveal detailed plans for bond tapering in July’s meeting.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 17 June 2024: China activity boosted by equipment upgrades

China activity bolstered by equipment upgrade and home appliance trade-in policies, despite weak property and auto sales

Duncan WrigleyChina+

China+Datanote: Money & Credit, China, May

Government bond issuance props up credit creation, as M1 takes a dive 

Duncan WrigleyChina+

China+Datanote: PPI, China, May

In one line: Producer price reflation hastens in May

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 13 June 2024: China's CPI print points to sluggish domestic demand

In one line: China's CPI print points to sluggish domestic demand; Producer price reflation hastens in May

Kelvin Lam (Senior China+ Economist)China+

China+Datanote: FX Reserves, China, May

In one line: China’s FX reserves rebounded in May, driven mainly by valuation effect of exchange rate

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 10 June 2024: China's export growth picks up

Japan's revised Q1 GDP still points to miserable domestic demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 7 June 2024: China's export growth picks up

China's robust May export growth largely propelled by shipments to ASEAN

Duncan WrigleyChina+

China+ Datanote: Labour Earnings, Japan, April

  • In one line: Japan's regular pay growth quickened to 30-year high

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Labour Cash Earnings, Japan, April

In one line:  Japan's regular pay growth quickened to 30-year high

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, May

In one line: Korea’s export recovery continues, led by strong ICT demand and lumpy ship exports

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 3 June 2024: Caixin PMI rises; Korean PMI hits two-year high

China's Caixin PMI rises, thanks to robust consumer goods output

Korean manufacturing PMI hits a two-year high

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 May 2024: China's NBS PMIs surprised to the downside

Manufacturing activities flounder in May on weakening domestic and external demand

Non-manufacturing PMI stalls as construction activity slow sharply

Japan’s Tokyo inflation accelerates on the back of expiring energy subsidies

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 May 2024: April's industrial profits show slower recovery

April's industrial profits show slower recovery due to protracted reflation cycle

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 24 May 2024: Japan's consumer inflation still cooling

Japan’s consumer inflation still cooling, as the BoJ monitors wage inflation and the impact of the weak JPY

Duncan WrigleyChina+

China+ Datanote: BoK Decision, Korea, May

In one line: The Bank of Korea stands pat in May, citing upside risks to inflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

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