Pantheon Macroeconomics

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China+ Publications

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

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

The BoK is set to continue its balancing act. China's home prices are cooling. Japan's tertiary index poses upside risks to our Q4 GDP forecast. Duncan Wrigley

China+ Datanote: Flash manufacturing PMI, Japan, March

Modest improvement in still-dull Japanese manufacturing activity reading

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 March 2024: Flash PMIs points to improved activity

Japan's robust services sector contrasts with drab manufacturing activity; Exports still strong, despite headline dip

Duncan WrigleyChina+

CHINA+ DATA WRAP 18 March 2024: industry powers on, as retail sales slow

China activity - industrial sector powers ahead, despite persistent property drag and retail sales losing steam

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, February

Fiscal stimulus likely to drive credit demand after the holiday period

Duncan WrigleyChina+

China+ Datanote: China's action plan for equipment upgrading & consumer goods

China's action plan for equipment upgrading & consumer goods trade-ins to prop up demand

Duncan WrigleyChina+

China+ Datanote: Manufacturing PMI, China, February

In one line: China’s manufacturing sector treads water during Lunar New Year 

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 March 2024

China’s manufacturing sector treads water during Lunar New Year 

Holiday spending buoys China’s services activity 

Japanese manufacturing still struggling 

Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous

Duncan WrigleyChina+

China+ Datanote: BoK Policy Decision, Korea, February

  • The BoK stays put, but changing voting pattern hints at future policy shift

Duncan WrigleyChina+

China+ Datanote: Flash manufacturing PMI, Japan, February

  • Japanese manufacturing activity hit by fading demand and supply

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 February 2024: BoK on hold; Japanese flash PMIs

BoK on hold, but hinting at future easing; Japan's flash PMIs indicate continued sluggishness

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, February

Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 February 2024: surprise 25bp five-year LPR cut

Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, January

M1 and credit growth beat expectations, thanks to stimulus

Duncan WrigleyChina+

China+ Datanote: PPI, China, January

Manufactured goods producer price decline stems partly from industrial spare capacity

Duncan WrigleyChina+

CHINA+ DATA WRAP 8 February 2024: China's inflation data point to soft demand

China's inflation data point to still-soft domestic demand, after filtering out the holiday noise

Duncan WrigleyChina+

CHINA+ DATA WRAP 6 February 2024: modest uptick in Japanese wages

Japan's nominal wage growth ticks up slightly in approach to spring talks

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, January

Caixin index lifted by capital goods output and intermediate product exports 

Duncan WrigleyChina+

CHINA+ WRAP: Caixin PMI still relatively strong; Korean manufacturers buoyed by new product launches, high-end chip exports

Caixin PMI still relatively strong

Korean manufacturers buoyed by new product launches, high-end chip exports

Japan PMI still weak

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, January

Manufacturing production steams ahead of new orders, as firms restock in anticipation of higher sales

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 JANUARY 2024: official PMIs indicate restocking

Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity

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,