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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: People curbed spending in response to fuel price hikes in March
In one line: China trade surplus hit by soft exports and hi-tech driven imports
In one line: Japan’s solid wage growth beats expectations, supporting an April’s BoJ hike.
In one line: Korea exports surge on higher chip prices and post-LNY boost; the BoK turns cautious
In one line: China trade surplus rebounds as tech demand outweighs war-driven energy shock
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: Korea exports still strong in early April, led by semiconductors.
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: Korean exports jump, thanks to chip sales; oil product shipments surge
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: Korea’s 20-day exports surge in February on semiconductors, despite fewer working days, as DRAM prices soar in Q1
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: Korea’s export jump exaggerated by LNY timing; semiconductors still underpin growth.
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