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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 stands pats in January, but inflation momentum keeps tightening chances intact.
In one line: Japan’s PMIs jump in January, pointing to firmer labour demand, especially in manufacturing.
In one line: Japan CPI slump driven by energy and fresh food; underlying inflation remains sticky
In one line: Sharp drop in Tokyo inflation largely due to one-off factors; won't change BoJ outlook
In one line: Japan's overall exports rise, despite falling shipments to the US
In one line: BoJ won't be fazed by slowing headline wage growth, as regular pay growth is relatively steady
In one line: Reviving manufacturing activity but mounting cost pressures
Japan's flash PMIs find reviving manufacturing activity but mounting cost pressures
Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses
In one line: Japan’s services and manufacturers face worsening inflation dynamics.
In one line: Japan’s inflation and currency backdrop favours policy normalisation, but politics cloud a near-term BoJ hike.
Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026
In one line: exports hold up ahead of row with China
Weak net exports of goods and tourism hit growth
Private consumption was sluggish
Business non-residential investment was resilient
Full-time regular pay growth slowed a tad
Real wages extended their decline in September
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 stands pat amid trade uncertainty and wage caution as Takaichi takes helm
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: Fimer Tankan readings pave way for BoJ policy normalisation in October.
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