Pantheon Macroeconomics
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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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Japan's weak manufacturing PMI should rise after US-Japan trade deal
Services activity rose
In one line: Better external sector performance likely to support Q2 GDP due tomorrow.
In one line: China’s FX reserves rebounded in June on currency and bond revaluation gains.
In one line: China’s services momentum cools amid property drag and post-holiday blues; Caixin composite PMI signals softer Q2 GDP.
China's steadyish Q2 real GDP growth boosted by intensifying deflation; nominal growth lowest since Q4 2022
China's worsening producer deflation mainly due to bad weather
Low core consumer inflation reflects weak demand
China's Caixin PMI, Korea's PMI and Japan's Tankan point to manufacturers' measured relief at easing trade tensions
China's Official PMIs point to improving manufacturing and construction activity, but weak jobs market
Tokyo inflation cools thanks to energy subsidies restart
China's industrial profits hit by slower investment income and weak demand
In one line: Japan's manufacturing PMI rebound on stockpiling activity, but domestic demand softens
In one line: Japan's services business activity grow faster in June, but slowing input cost increase bode ill for wage growth
In one line: China’s current account balance holds up in Q1, but deterioration likely in Q2.
In one line: China's commercial banks hold benchmark lending rates steady in June
China's investment and industrial output data point to slowing growth, despite the bright retail sales reading
In one line: Japan's services sector expands at a slower pace in May
In one line: Japan's manufacturing PMI rose as US importers rushed orders ahead of Tariff reprieve expiry.
In one line: China's monthly exports rebounded in May, thanks to tariff reprieve.
In one line: China’s FX reserves rise modestly as bond revaluation offsets inflows
In one line : China's services activity ticks up, but deflationary pressure still lurking in the background.
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