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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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In one line: Korea exports surge in full-month February on global AI investment boom
In one line: Tokyo headline inflation under control
In one line: Cooling consumer inflation justifies BoJ taking time on rate hike
In one line: Japan's regular pay growth steady, as PM Takaichi secures resounding election win
In one line: BoJ stands pats in January, but inflation momentum keeps tightening chances intact.
In one line: Japan’s PMIs jump in January, pointing to firmer labour demand, especially in manufacturing.
In one line: Japan CPI slump driven by energy and fresh food; underlying inflation remains sticky
In one line: Korea’s 20-day exports rebound buoyed by base effects; monthly momentum actually slowed in January.
In one line: Sharp drop in Tokyo inflation largely due to one-off factors; won't change BoJ outlook
In one line: Japan's overall exports rise, despite falling shipments to the US
In one line: Diversification keeps China exports float in 2025; December export upticks largely support by ASEAN & BRICS demand
In one line: BoJ won't be fazed by slowing headline wage growth, as regular pay growth is relatively steady
In one line: Reviving manufacturing activity but mounting cost pressures
Japan's flash PMIs find reviving manufacturing activity but mounting cost pressures
Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses
In one line: Japan’s services and manufacturers face worsening inflation dynamics.
In one line: Japan’s inflation and currency backdrop favours policy normalisation, but politics cloud a near-term BoJ hike.
In one line: China’s export reversal led by weaker shipments to non-US markets, notably the EU.
In one line: Semiconductors and South America shipments drive Korea’s WDA export rebound.
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