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

Please use the filters on the right to search for a specific date or topic.

Datanotes

CHINA+ DATA WRAP 22 January 2026: Japan's steady export rebound

In one line: Japan's overall exports rise, despite falling shipments to the US

China+ Datanote: Loan Prime Rates, China, January

In one line: China’s LPR on hold in January; targeted structural rate cuts unclog credit supply and hopefully induce more loan demand.

China+ Datanote: BoK Decision, Korea, January

In one line: Bank of Korea drops its easing bias as currency stability takes priority

China+ Datanote: Exports, China, December

In one line: Diversification keeps China exports float in 2025; December export upticks largely support by ASEAN & BRICS demand

China+ Datanote: PPI, China, December

In one line: China’s PPI sees firmer monthly momentum, but sustained reflation remains challenging

CHINA+ DATA WRAP 19 January 2026: China's Q4 GDP reports torpid domestic demand

In one line: China's Q4 GDP reports torpid domestic demand versus vibrant industrial output

China+ Datanote: Money & Credit, China, December

In one line: Non-government credit demand still sluggish amid structural adjustment

China+ Datanote: Money & Credit, China, December

In one line: Non-government credit demand still sluggish amid structural adjustment

China+ Datanote: Foreign Reserves, China, December

In one line: China’s FX reserves rise on currency valuation gains as dollar weakens in December

China+ Datanote: Mfg PMIs, China, December

In one line: China’s manufacturing PMIs edges back into expansion, but sustainability remains in question

CHINA+ DATA WRAP 8 January 2026: Wage growth falls, but regular pay steady

In one line: BoJ won't be fazed by slowing headline wage growth, as regular pay growth is relatively steady

CHINA+ DATA WRAP 22 December 2025: China's LPRs unchanged

China's LPRs unchanged for seventh straight month amid lower trade risks

China+ Datanote: Flash Manufacturing PMI, Japan, December

In one line: Reviving manufacturing activity but mounting cost pressures

CHINA+ DATA WRAP 16 December 2025: Japan's flash PMIs

 Japan's flash PMIs find reviving manufacturing activity but mounting cost pressures

CHINA+ DATA WRAP 15 December 2025: China's Nov activity data still softening

China's November activity data show goods consumption softening and fixed asset investment worsening

China+ Datanote: Money & Credit, China, November

In one line: still looking for signs of private sector credit demand

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Keywords for: China+ Documents

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