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.

non food cpi

CHINA+ DATA WRAP 11 DECEMBER 2023: Core inflation steady, despite headline fall

Core inflation indicates steady if sluggish demand, despite worsening headline figure
Worsening decline in producer prices is symptomatic of excess supply

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 DECEMBER 2023: Tokyo CPI nears BoJ target rate

Tokyo core inflation excluding fresh food is nearing the BoJ target rate
Japan's services PMI indicates slowing growth
China’s Caixin services PMI ticked up

Duncan WrigleyChina+

China+ Datanote: National CPI, Japan, October

Japan’s headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 24 NOVEMBER 2023

Japan’s headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation

Japanese manufacturing activity is hit by fading demand and production

Services activity is holding up, despite sagging new export orders

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 9 NOVEMBER 2023

  • China resumes consumer price deflation in October and is dragged down by food and core prices 
  • Producer prices fall at a faster pace, thanks to volatility in global energy and commodity prices

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 30 OCTOBER 2023

  • The BoJ makes tweak to yield curve control policy, while expecting core inflation to fall in 2024
  • China’s fall in manufacturing activity reinforces the need for continued economic support
  • China’s infrastructure construction activity is holding up

Duncan WrigleyChina+

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Keywords for: China+ Documents

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