Pantheon Macroeconomics

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China+ Publications

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.

Korea 20-Day Exports December

CHINA+ DATA WRAP 21 March 2025: Japan's inflation slows on energy subsidies

Japan's inflation slows due to energy subsidies
Korea's 20-day WDA exports rebound led by chip exports, but the outlook is murky

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 March 2025: Korean manufacturing sentiment dented

Korean manufacturing sentiment dented by sagging US and European orders

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, February

Outlook still gloomy, after sifting through the holiday data distortions

Duncan WrigleyChina+

China+ Datanote: BoK Decision, Korea, February

Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 February 2025: Governor Rhee signals more rate cuts

Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today

Duncan WrigleyChina+

China+ Datanote: 20-day Exports, Korea, February

Korean working-day exports fell due to holiday effects; surging auto exports points to front-loading

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 February 2025: Japan's consumer inflation surges

Japan's consumer inflation boosted by food inflation
Korea's WDA-exports drop during the holiday, despite auto shipment surge

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 February 2025: Japan's real export growth below headline

China's residential price decline steady in holiday season
Japan's real export growth less impressive than headline

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 February 2025: China's Caixin services activity slows

China's Caixin services activity slows, but sentiment improves
Japanese wages enjoy year-end bonus boost

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, January

In much better shape than the headline suggests

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 February 2025: Caixin PMI holds up better than official PMI

China's Caixin PMI holds up better than official index
Korean PMI rebounds with underlying export growth in decent shape

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 January 2025: Japan's export growth rebounds m/m SA

Japan's export growth rebounds m/m SA, thanks to improved shipments to the EU and US

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 January 2025: GDP hits target, despite lagging demand

China's official GDP hits 2024 target thanks to Q4 stimulus sugar rush, but domestic demand is still lagging output growth

Duncan WrigleyChina+

China+ Datanote: Money & Credit, December, China

Credit growth propped up by government bond issuance, but sagging long-term corporate loans bode ill for investment

Duncan WrigleyChina+

China+ Datanote: Exports, China, December

In one line: China's 2024 export value surpasses Covid peak, trade surplus hits record high

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, December

In one line: China’s producer price deflation eases further, but overcapacity risks remain.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: CPI, China, December

In one line: China’s core inflation shows a silver lining; Headline CPI nears deflation on falling food prices.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: FX Reserves, China, December

In one line: China’s foreign reserves fell more than consensus in December, thanks to sizable valuation effect.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 6 January 2025: China's Caixin services PMI rises

China's Caixin services PMI rises at year-end, despite sagging export orders and sentiment

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, December

In one line: Despite upside surprises on headline numbers, Korean WDA exports weakened in December amid regional demand slowdown and political uncertainty 

Kelvin Lam (Senior China+ Economist)China+

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