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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
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In one line: BoJ won't be swayed by Tokyo inflation dip
In one line: Japan’s export growth accelerates on rising legacy chip prices
In one line: Japan's services activity stalls in May, likely hit by slowing inbound tourism
In one line: Japan’s manufacturing expansion slows in May, but precautionary front-loading continues
In one line: Japan’s Q1 GDP beats expectations, but extended Strait closure complicates BoJ tightening
In one line: Japan's slowing inflation probably won't dissuade the BoJ from hiking rates next month
In one line: People curbed spending in response to fuel price hikes in March
In one line: Japan’s solid wage growth beats expectations, supporting an April’s BoJ hike.
In one line: Tokyo inflation subdued thanks to expanded childcare subsidies;
Korean exports buoyed by robust chip sales
In one line: Japan National CPI firms on core goods and fading energy drag; BoJ likely to delay hike next week.
In one line: Japan manufacturing boosted by precautionary front-loading amid supply shocks while services slow
In one line: Japan exports rebound in March on post-LNY China demand; BoJ hike likely delayed to June after media leak
In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed
In one line: China's manufacturing activity resilient, despite jump in energy-related costs
In one line: Japan's inflation fell in February, ahead of oil price surge; Services firms' sentiment dives to mid-2020 level
In one line: BoJ on hold amid oil shock risks and divided inflation views
Japan's exports slow due to holiday calendar effects
Chip and electrical machinery shipments rise
In one line: Japan exports spike on Lunar New Year boost, strong momentum unlikely to last.
In one line: Japan’s softer than expected GDP outturn reinforces our case for a later than market rate hike.
In one line: Tokyo headline inflation under control
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