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
Please use the filters on the right to search for a specific date or topic.
China activity - industrial sector powers ahead, despite persistent property drag and retail sales losing steam
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.
Japanese wages pick up, in advance of the Spring union talks
China exports to emerging markets rise strongly in Jan-Feb
In one line: Japanese inflation slows less than expected in January
Korean WDA exports rebound strongly; Japan stages double-digit export growth
M1 and credit growth beat expectations, thanks to stimulus
Manufactured goods producer price decline stems partly from industrial spare capacity
China's inflation data point to still-soft domestic demand, after filtering out the holiday noise
Caixin services PMI pointing to slower growth, while output prices are falling.
Japan’s service sector rosier than thought.
Caixin index lifted by capital goods output and intermediate product exports
Caixin PMI still relatively strong
Korean manufacturers buoyed by new product launches, high-end chip exports
Japan PMI still weak
In one line: Korea export growth remains resilient even on a WDA basis
Manufacturing production steams ahead of new orders, as firms restock in anticipation of higher sales
Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity
The PBOC's RRR cut is to facilitate fiscal stimulus as the main tool for growth support; Governor hints at LPR cut
Japan's Tokyo CPI Surprised on the Downside, Coming in Lowest in 22 Months
Still sluggish, hit by waning demand
The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round
The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round
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