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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
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In one line: Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.
The Bank of Korea stands pat in May, citing upside risks to inflation
Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.
Services activity continues to grow at solid pace in May
Japan's exports maintain steady growth, led by cars and chips
In one line: Korea's 20-day exports hit hard by May’s fewer working days but underlying momentum was improving on a WDA basis.
In one line: Korea's 20-day exports hit hard by May’s fewer working days but underlying momentum was improving on a WDA basis.
China's banks held LPR steady in May; More funding is need to prop up the real estate sector
China's banks held LPR steady in May; More funding is need to prop up the real estate sector
In one line: Japan's Q1 GDP shrinks more than expected as domestic demand deteriorates
China activity - retail sales slow as industrial output rebounds; likely major property policy announcement due today
The PBoC leaves the MLF rate unchanged, despite the April credit data dip
The PBoC leaves the MLF rate unchanged, despite the April credit data dip
Despite tick-up in China CPI, demand is still weak; Producers still battle deflation
China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand
Only modest improvement in China's headline exports; imports rise in anticipation of stimulus impact; Japanese broad wages yet to turn around
In one line: China’s FX reserves fell sharply in April, thanks to a stronger dollar and a record rise in US yields
Chinese services sector ploughs ahead
In one line: Korean export recovery continues, thanks to resilient US and Chinese demand
Chinese industrial profits continue to improve in Q1 despite March's slowdown
Manufacturing output in rude health, though the PMIs provide contrasting readings for new orders
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