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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 PBoC's surprise MLF rate cut rams home China's re-orientation towards short-term growth support; fiscal policy tweaks
Chinese GDP misses expectations, hit by dull retail sales, despite resilient industrial output
Money growth is buffeted by corporate deposit outflows
China’s producer deflation persistent, despite misleading improvement in headline
Foreign reserves hit by currency valuation effects and equity market outflows
China's Caixin services activity index slows during tourism off-season
Mixed picture for China's manufacturers
Mixed picture for China's manufacturers
Japanese and Korean firms hit by mounting import costs
Korean exports lifted by AI-chip demand
Industrial profits hit by rising costs and dull demand
China activity bolstered by equipment upgrade and home appliance trade-in policies, despite weak property and auto sales
Government bond issuance props up credit creation, as M1 takes a dive
Japan's revised Q1 GDP still points to miserable domestic demand
China's robust May export growth largely propelled by shipments to ASEAN
China's Caixin PMI rises, thanks to robust consumer goods output
Korean manufacturing PMI hits a two-year high
China activity - retail sales slow as industrial output rebounds; likely major property policy announcement due today
The PBoC leaves the MLF rate unchanged, despite the April credit data dip
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,