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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

CN Datanote: Exports, Japan, April

In one line: Japan’s export growth accelerates on rising legacy chip prices

CN Datanote: 20-Day Exports, Korea, May

In one line: Korea’s chip export boom masks the underlying K-shaped recovery

CN Datanote: Flash Services PMI Japan, May

In one line: Japan's services activity stalls in May, likely hit by slowing inbound tourism

CN Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan’s manufacturing expansion slows in May, but precautionary front-loading continues

CN Datanote: GDP, Japan, Q1

In one line: Japan’s Q1 GDP beats expectations, but extended Strait closure complicates BoJ tightening

CHINA+ DATA WRAP 22 May 2026: Japan's inflation slowed in April

In one line: Japan's slowing inflation probably won't dissuade the BoJ from hiking rates next month

CHINA+ DATA WRAP 20 May 2026: Rates on hold, despite April slowdown

In one line: Policy rate cut only likely after several months of flagging growth

CHINA+ DATA WRAP 18 May 2026: China hits a speed bump in April

In one line: April's weak economic data due to energy shock and severe weather

PM Datanote: Money & Credit, China, April

In one line: rise in fiscal deposits likely points to temporary building activity disruptions due to severe weather.

CHINA+ DATA WRAP 12 May 2026: Japan's household spending slows

In one line: People curbed spending in response to fuel price hikes in March

CN Datanote: Exports, China, March

In one line: China trade surplus hit by soft exports and hi-tech driven imports

PM Datanote: BoK Decision, Korea, April

In one line: BoK stays put, leaving canvas blank for incoming Shin amid war-induced growth and inflation risks.

PM Datanote: Wages, Japan, February

In one line: Japan’s solid wage growth beats expectations, supporting an April’s BoJ hike.

PM Datanote: Whole Economy PMI, Hong Kong, March

In one line: Hong Kong PMI falls below 50 for first time since August 2025 amid war uncertainty in the Middle East

PM Datanote: RatingDog Services PMI, China, March

In one line: China’s RatingDog services PMI cools on payback effect, wither employment softening

PM Datanote: Exports, Korea, March

In one line: Korea exports surge on higher chip prices and post-LNY boost;  the BoK turns cautious 

CN Datanote: CPI, China, March

In one line: China CPI: Post LNY decline less pronounced as energy contribution rises 

CN Datanote: PPI, China, March

In one line: China ends 41-month of PPI deflation as war-driven energy spike lifts prices

CN Datanote: PPI, China, April

In one line: China’s PPI jumps on energy shock as war-driven reflation accelerates

CN Datanote: CPI, China, April

In one line: China’s CPI surprises to the upside as energy inflation accelerates in April

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Keywords for: China+ Documents

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