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.

December was the last month of PPI deflation; CPI inflation driven by volatile food prices; services inflation stable but not for much longer

CHINA+ DATA WRAP 21 DECEMBER 2023

Korean 20-day exports accelerate on the back of base effects and lumpy shipments of hi-tech vessels and semiconductors

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: BoJ Policy Decision, Japan, December

The BoJ stays put as inflation slows and currency pressure eases

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 DECEMBER 2023

The BoJ stays put as inflation slows and currency pressure eases

Duncan WrigleyChina+

China+ Datanote: Flash manufacturing PMI, Japan, December

Japanese manufacturing activity weakens but services activity rises

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 DECEMBER 2023: China remains at a low ebb

China's economy treads water in November; steeper existing home price fall points to market clearing
Japanese manufacturing activity weakens but services rise

Duncan WrigleyChina+

China+ Datanote: PPI, China, November

Worsening decline in producer prices is symptomatic of excess supply, amid weak demand at home and abroad

Duncan WrigleyChina+

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 16 NOVEMBER 2023

  • Japan’s export growth moderated in October on softer demand from key markets
  • China’s house price fall steepened in October, with renewed price fall observed in tier-one cities

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+ Datanote : PPI, China, October

  • Producer prices fall at a faster pace, thanks to volatility in global energy and commodity prices

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

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