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.

china cpi inflation Kelvin Lam (Senior China+ Economist)

China+ Datanote: CPI, China, February

In one line: China’s consumer price inflation bounces in February, thanks to the timing of the Lunar New Year holiday.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: FX Reserves, China, February

In one line:  Investors return to China’s stock markets in February

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, January-February

In one line: China exports to emerging markets rise strongly in Jan-Feb; the jump in the year-to-date headline was due partly to base effects.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 March 2024

Japanese wages pick up, in advance of the Spring union talks

China exports to emerging markets rise strongly in Jan-Feb

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 5 March 2024: China sticks to targeted support

Premier Li confirms targeted stimulus only, as China reshapes its growth model; Tokyo inflation rises

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, February

In one line: Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, January

In one line: Japanese inflation slows less than expected in January

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 February 2024

Japanese inflation slows less than expected in January

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Current Account Balance, China, Q4

China’s current account surplus fell again in Q4, to just 1.5% of GDP

Kelvin Lam (Senior China+ Economist)China+

February 2023 - China+ Chartbook

  • - CHINA’S CREDIT DATA OFFER GLIMMERS OF HOPE
  • - TOKYO CORE INFLATION DIPS BELOW BOJ’S TARGET
  • - NEW PRODUCT LAUNCHES HELP LIFT KOREAN EXPORTS

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 5 February 2024

Caixin services PMI pointing to slower growth, while output prices are falling.

Japan’s service sector rosier than thought.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 26 JANUARY 2024

Japan's Tokyo CPI Surprised on the Downside, Coming in Lowest in 22 Months

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, December

The volatile Caixin PMI is more optimistic than the official measure again

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 2 JANUARY 2024

The volatile Caixin PMI is more optimistic than the official measure again

Korea’s manufacturing activities steady in December

Korean export growth accelerates on a WDA basis 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, November

Japan’s inflation slows in November, thanks to easing food and core prices

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 DECEMBER 2023

Japan National CPI slows sharply in November as cost-push factors ease

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 20 DECEMBER 2023

China keeps lending rates steady; Japan's exports shrink for the first time in 3 months

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote : FX Reserves, China, November

  • China’s FX reserve jump reflects reduced capital outflow pressure, as the dollar weakens and U.S. yields fall

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,