Pantheon Macroeconomics
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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.
M1 and credit growth beat expectations, thanks to stimulus
Manufactured goods producer price decline stems partly from industrial spare capacity
China's inflation data point to still-soft domestic demand, after filtering out the holiday noise
Japan's nominal wage growth ticks up slightly in approach to spring talks
Caixin services PMI pointing to slower growth, while output prices are falling.
Japan’s service sector rosier than thought.
Caixin index lifted by capital goods output and intermediate product exports
Caixin PMI still relatively strong
Korean manufacturers buoyed by new product launches, high-end chip exports
Japan PMI still weak
In one line: Korea export growth remains resilient even on a WDA basis
Manufacturing production steams ahead of new orders, as firms restock in anticipation of higher sales
Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity
China's industrial profits continue to improve in December
The PBOC's RRR cut is to facilitate fiscal stimulus as the main tool for growth support; Governor hints at LPR cut
Japan's Tokyo CPI Surprised on the Downside, Coming in Lowest in 22 Months
Still sluggish, hit by waning demand
The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round
The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round
Korean exports are stuttering, hit by slowing shipments to the US
Korean exports stutter in January; China's LPR is kept on hold
Japanese inflation continues slowing trend; the BoJ should stay put next week
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,