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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: China’s FX reserves dip on stronger dollar and bond loses in July.
In one line: China’s monthly export momentum fades in July; pharma shipments surged while rare-earth exports rebound.
In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser
In one line: NBS non-manufacturing PMI dragged down by construction activity in July.
In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead
In one line: China keeps LPR unchanged, further easing expected in the second half of 2025
In one line: Korea’s early export data remains sturdy on WDA basis amid US trade uncertainty
In one line: Buoyant Caixin services PMI points to pockets of strength, such as tourism
Caixin PMI reports falling export orders
Korean exports hold up thanks to front-loading, but domestic demand sags
Tokyo headline inflation slows, despite rising food inflation
Japan's weak manufacturing PMI should rise after US-Japan trade deal
Services activity rose
In one line: BoK hold rates in July, keeping an eye on trade developments and overheating property market in Seoul.
In one line: China’s services momentum cools amid property drag and post-holiday blues; Caixin composite PMI signals softer Q2 GDP.
China's Caixin PMI, Korea's PMI and Japan's Tankan point to manufacturers' measured relief at easing trade tensions
China's Official PMIs point to improving manufacturing and construction activity, but weak jobs market
In one line: Japan's manufacturing PMI rebound on stockpiling activity, but domestic demand softens
In one line: Japan's services business activity grow faster in June, but slowing input cost increase bode ill for wage growth
In one line: Japan's services sector expands at a slower pace in May
In one line: Japan's manufacturing PMI rose as US importers rushed orders ahead of Tariff reprieve expiry.
In one line : China's services activity ticks up, but deflationary pressure still lurking in the background.
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