Pantheon Macroeconomics
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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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Efficiency gains help profits but hurt labour demand
Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry
In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing
In one line: Korean manufacturing activity surged in September on stronger orders and output.
In one line: Manufacturing sector improved ahead of investment stimulus
Japan's flash PMIs reveal divergence between weakening manufacturing sector and resilient services activity
In one line: Japan's real wage turned positive for the first time in seven months, paving the way for an October BoJ hike.
In one line: Japan’s private sector activity posts its fastest rise since February, with broad based services and manufacturing improvements.
In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.
In one line: Japan’s export show strain from tariffs, with cars and steel leading declines.
In one line: China’s producer prices continue to fall amid involution and weak demand
In one line: China’s CPI stays flat in July as disinflation pressure lingers on weak demand
In one line: China's RatingDog services PMI points to job risks after court ruling on social security contributions
In one line: China's manufacturing PMIs post modest gains; Korean exports propped up by chip exports
China's industrial profits still falling in July
In one line: Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation
Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation
China's LPRs on hold, despite weakening demand data
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

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