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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.
In one line: lacklustre broad credit growth, excluding government bonds
In one line: China's weakening investment and retail sales data raise worries for H2 demand outlook
In one line: China’s FX reserves dip on stronger dollar and bond loses in July.
In one line: China’s monthly export momentum fades in July; pharma shipments surged while rare-earth exports rebound.
In one line : Japan’s nominal wage growth remains sturdy amid trade headwinds, but real wages stay deeply negative.
In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser
In one line: NBS non-manufacturing PMI dragged down by construction activity in July.
In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead
In one line: China’s industrial profits slid further in June, weighed down by oversupply, weak demand and excessive competition.
In one line: China keeps LPR unchanged, further easing expected in the second half of 2025
In one line: Korea’s early export data remains sturdy on WDA basis amid US trade uncertainty
In one line: Japan’s exports slip unexpectedly in June, raising risk of a technical recession
In one line: Buoyant Caixin services PMI points to pockets of strength, such as tourism
Caixin PMI reports falling export orders
Korean exports hold up thanks to front-loading, but domestic demand sags
Tokyo headline inflation slows, despite rising food inflation
Japan's weak manufacturing PMI should rise after US-Japan trade deal
Services activity rose
Japan's headline consumer inflation slows after energy subsidies restart
upper house election poses JGB risks
In one line: Better external sector performance likely to support Q2 GDP due tomorrow.
In one line: BoK hold rates in July, keeping an eye on trade developments and overheating property market in Seoul.
In one line: China’s FX reserves rebounded in June on currency and bond revaluation gains.
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