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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In one line: Korea 20-day export growth remained resilient on a WDA basis
Plunge in Korean manufacturing PMI raises the likelihood of earlier BoK cut
Caixin manufacturing index still at low level, despite modest uptick
Korea's manufacturing index robust, but export orders slip
In one line: Korea’s exports rebound on a WDA basis despite slowing headline growth in August.
BoK holds rate steady on financial stability worries; Japan's flash PMIs indicate better growth momentum in August, especially in services
In one line: The Bank of Korea is in no rush to cut rates, likely to start its easing cycle in Q4
Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.
Japan’s July export growth boosted by semiconductors gains and mixed regional demand
In one line: Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.
Korea’s export rebound disappoints markets, likely due to deeper-than-expected fall in car shipments to the US
Korea’s manufacturing activity continues to grow in July, but at a slower pace
In one line: Adverse weather shrinks China’s manufacturing activity; Korea’s WDA export growth slowdown likely temporary
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