Pantheon Macroeconomics
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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.
Modest improvement in still-dull Japanese manufacturing activity reading
Japan's robust services sector contrasts with drab manufacturing activity; Exports still strong, despite headline dip
In one line: The BoJ scraps negative rates and YCC policies in March, hinting at no further tightening unless inflation spikes.
In one line: The BoJ scraps negative rates and YCC policies in March, hinting at no further tightening unless inflation spikes.
Japanese wages pick up, in advance of the Spring union talks
China exports to emerging markets rise strongly in Jan-Feb
Premier Li confirms targeted stimulus only, as China reshapes its growth model; Tokyo inflation rises
China’s manufacturing sector treads water during Lunar New Year
Holiday spending buoys China’s services activity
Japanese manufacturing still struggling
Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous
In one line: Japanese inflation slows less than expected in January
Korean WDA exports rebound strongly; Japan stages double-digit export growth
BoK on hold, but hinting at future easing; Japan's flash PMIs indicate continued sluggishness
Japan's nominal wage growth ticks up slightly in approach to spring talks
Caixin services PMI pointing to slower growth, while output prices are falling.
Japan’s service sector rosier than thought.
Caixin PMI still relatively strong
Korean manufacturers buoyed by new product launches, high-end chip exports
Japan PMI still weak
Japan's Tokyo CPI Surprised on the Downside, Coming in Lowest in 22 Months
Still sluggish, hit by waning demand
The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round
The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round
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