Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
Japan's inflation slows due to energy subsidies
Korea's 20-day WDA exports rebound led by chip exports, but the outlook is murky
Korean manufacturing sentiment dented by sagging US and European orders
Outlook still gloomy, after sifting through the holiday data distortions
Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today
Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today
Korean working-day exports fell due to holiday effects; surging auto exports points to front-loading
Japan's consumer inflation boosted by food inflation
Korea's WDA-exports drop during the holiday, despite auto shipment surge
China's residential price decline steady in holiday season
Japan's real export growth less impressive than headline
China's Caixin services activity slows, but sentiment improves
Japanese wages enjoy year-end bonus boost
China's Caixin PMI holds up better than official index
Korean PMI rebounds with underlying export growth in decent shape
Japan's export growth rebounds m/m SA, thanks to improved shipments to the EU and US
China's official GDP hits 2024 target thanks to Q4 stimulus sugar rush, but domestic demand is still lagging output growth
Credit growth propped up by government bond issuance, but sagging long-term corporate loans bode ill for investment
In one line: China's 2024 export value surpasses Covid peak, trade surplus hits record high
In one line: China’s producer price deflation eases further, but overcapacity risks remain.
In one line: China’s core inflation shows a silver lining; Headline CPI nears deflation on falling food prices.
In one line: China’s foreign reserves fell more than consensus in December, thanks to sizable valuation effect.
China's Caixin services PMI rises at year-end, despite sagging export orders and sentiment
In one line: Despite upside surprises on headline numbers, Korean WDA exports weakened in December amid regional demand slowdown and political uncertainty
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,