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China+ Publications

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

Please use the filters on the right to search for a specific date or topic.

Japan sales tax

CHINA+ DATA WRAP 15 September 2025: China's August broad activity cooling

In one line: China's August broad activity cooling likely to prompt additional targeted support



China+ Datanote: Wages, Japan, July

In one line: Japan's real wage turned positive for the first time in seven months, paving the way for an October BoJ hike.

China+ Datanote: Flash Services PMI, Japan, August

In one line: Japan’s private sector activity posts its fastest rise since February, with broad based services and manufacturing improvements.

China+ Datanote: Flash Mfg PMI, Japan, August

In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.

China+ Datanote: Exports, Japan, July

In one line: Japan’s export show strain from tariffs, with cars and steel leading declines.

China+ Datanote: Preliminary GDP, Japan, Q2

In one line: Japan Q2 GDP: Net trade and business investment lift growth; likely to bolster BoJ’s determination to hike.

CHINA+ DATA WRAP 29 August 2025: Tokyo inflation falls

In one line: Tokyo inflation fall mainly due to energy subsidies

China+ Datanote: CPI, Japan, July

In one line: Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

CHINA+ DATA WRAP 22 August 2025: Japan's headline inflation slows

Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

CHINA+ DATA WRAP 15 August 2025: China's investment and retail sales ebb

In one line: China's weakening investment and retail sales data raise worries for H2 demand outlook

China+ Datanote: Wages, Japan, June

In one line : Japan’s nominal wage growth remains sturdy amid trade headwinds, but real wages stay deeply negative.

China+ Datanote: BoJ Decision, Japan, July

In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser 

China+ Datanote: Exports, Japan, June

In one line: Japan’s exports slip unexpectedly in June, raising risk of a technical recession

CHINA+ DATA WRAP 25 July 2025: Tokyo headline inflation slows

Tokyo headline inflation slows, despite rising food inflation

CHINA+ DATA WRAP 24 July 2025: Japan's PMI should improve after deal

Japan's weak manufacturing PMI should rise after US-Japan trade deal

Services activity rose

CHINA+ DATA WRAP 18 July 2025: Japan's headline consumer inflation slows

Japan's headline consumer inflation slows after energy subsidies restart
upper house election poses JGB risks

China+ Datanote: Wages, Japan, May

In one line : Japanese wage growth is not as weak as it looks, the wage slump was mostly about bonuses.

China+ Datanote: Caixin Services PMI, China, June

In one line: China’s services momentum cools amid property drag and post-holiday blues; Caixin composite PMI signals softer Q2 GDP.

CHINA+ DATA WRAP 15 July 2025: China's real GDP steady, with steeper deflation

China's steadyish Q2 real GDP growth boosted by intensifying deflation; nominal growth lowest since Q4 2022

CHINA+ DATA WRAP 1 July 2025: China's Caixin manufacturing PMI also rises

China's Caixin PMI, Korea's PMI and Japan's Tankan point to manufacturers' measured relief at easing trade tensions

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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,