Pantheon Macroeconomics

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China+ Publications

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

Please use the filters on the right to search for a specific date or topic.

February

CHINA+ DATA WRAP 7 April 2025: China's reserves ex valuation effects fell

China's foreign reserves excluding valuation effects fell
Japan's real wage decline hurts consumption

Duncan WrigleyChina+

China+ Datanote: National CPI, Japan, February

Japan’s consumer inflation slows as energy subsidies kick in

Duncan WrigleyChina+

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 17 March 2025: Government investment rises

China's local governments get the memo on boosting domestic demand
Consumption makes modest improvements, as the trade storm looms

Duncan WrigleyChina+

China+ Datanote: Money & Credit, February, China

Robust government bond issuance pushes up credit growth, despite lacklustre private sector credit demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 March 2025: China's steps up fiscal support

China's steps up fiscal support in a measured fashion; room for further easing
Caixin services activity improves

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: Caixin Manufacturing PMI, China, February

Manufacturing sentiment rebounds, despite the brewing trade war

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 March 2025: China sentiment revival despite brewing trade war

Caixin PMI shows manufacturing sentiment rebound, despite the brewing trade war

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, February

Post-holiday activity rebound, but firms still wary ahead of the Two Sessions and tariff hikes

Duncan WrigleyChina+

China+ Datanote: Official Non-Manufacturing PMI, China, February

 Construction activity rebound looks mainly seasonal; too soon to say if a real infrastructure push is coming

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, February

Outlook still gloomy, after sifting through the holiday data distortions

Duncan WrigleyChina+

China+ Datanote: Tokyo CPI, Japan, February

Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path

Duncan WrigleyChina+

CHINA+ DATA WRAP 28 February 2025: Tokyo inflation slows on energy subsidies

Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path

Duncan WrigleyChina+

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Keywords for: China+ Documents

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