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.

April

China+ Datanote: Labour Cash Earnings, Japan, April

In one line:  Japan's regular pay growth quickened to 30-year high

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 May 2024: April's industrial profits show slower recovery

April's industrial profits show slower recovery due to protracted reflation cycle

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 24 May 2024: Japan's consumer inflation still cooling

Japan’s consumer inflation still cooling, as the BoJ monitors wage inflation and the impact of the weak JPY

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 May 2024: Japan's exports maintain steady growth

Japan's exports maintain steady growth, led by cars and chips

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 May 2024; China activity - retail sales slow

China activity - retail sales slow as industrial output rebounds; likely major property policy announcement due today

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 May 2024

Despite tick-up in China CPI, demand is still weak; Producers still battle deflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, April

In one line: Chinese producers still battle deflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money & Credit, China, April

China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand  

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 May 2024: China's exports see only modest improvement

Only modest improvement in China's headline exports; imports rise in anticipation of stimulus impact; Japanese broad wages yet to turn around

Duncan WrigleyChina+

China+ Datanote: Foreign Reserves, China, April

In one line: China’s FX reserves fell sharply in April, thanks to a stronger dollar and a record rise in US yields  

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 May 2024

In one line: Korean export recovery continues, thanks to resilient US and Chinese demand

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 2 May 2024: Korean PMI points to cost pressures

Korean manufacturers are highly bullish, despite mounting cost pressures

Duncan WrigleyChina+

China+ Datanote: Manufacturing PMIs, China, April

Manufacturing output in rude health, though the PMIs provide contrasting readings for new orders

Duncan WrigleyChina+

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Keywords for: China+ Documents

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