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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
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Tokyo inflation bumps up on mounting food inflation
Tokyo inflation bumps up on mounting food inflation
The BoJ hikes policy rate and indicates readiness for further tightening at a measured pace
The BoJ hikes policy rate and indicates readiness for further tightening at a measured pace
Japan's export growth rebounds m/m SA, thanks to improved shipments to the EU and US
Japan CPI outturn signals upside risks to prices; BoJ’s summary of opinions highlights diverse December views
In one line: Sharp rise in Japan’s CPI highlights energy and fresh food costs, BoJ holds steady
BoJ holds rates in December; Eyes on Ueda for rate path clues
In one line: Japan’s exports were a mixed bag in November; expect more headwinds in 2025.
In one line: Japan’s manufacturing PMI rebounds, Services activity improves ahead of festive season
Japan's nominal wage growth is steady
In one line: Japan’s Q3 GDP is a mixed bag, with private consumption surprising on the upside but business investment falling.
In one line: China's credit growth slows to historic lows amid muted household and business loan demand
China's deflation risks persist in October, but there is a silver lining
In one line: China’s headline producer deflation masks stimulus-driven price upticks in construction materials
In one line: China’s CPI near deflation weighed down by volatile items; uptick in services inflation
In one line: One month’s data can be misleading; China's quarterly export growth has, in fact, decelerated.
In one line: China’s foreign reserves drop in October amid dollar strength and outflow pressures.
In one line: Japan’s wage growth holds steady, supporting case for BoJ hike in early 2025; Our revised forecasts post-Trump victory show weaker growth
Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation
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