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
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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: 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
Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation
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