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
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In one line: The Bank of Korea stands pat in May, citing upside risks to inflation
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.
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: Korean export recovery continues, thanks to resilient US and Chinese demand
Korean manufacturers are highly bullish, despite mounting cost pressures
In one line: Solid Korean 20-day export growth driven by chips demand
In one line: China's LPR remains unchanged in April; Solid Korean 20-day export growth driven by chips demand
In one line: Japanese exports grow sturdily in March, lifted by strong Chinese demand and a weak yen.
In one line: The BoK stays put as inflation remains elevated, no surprise to the market.
Korean exports propelled by resurgent semiconductor shipments
Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend
Japan's robust services sector contrasts with drab manufacturing activity; Exports still strong, despite headline dip
In one line: China exports to emerging markets rise strongly in Jan-Feb; the jump in the year-to-date headline was due partly to base effects.
In one line: Korean PMI reports softer expansion in manufacturing activities
In one line: Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous
In one line: Korean WDA exports are rebounding strongly in early February, led by semiconductor shipments
Korean WDA exports rebound strongly; Japan stages double-digit export growth
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