Pantheon Macroeconomics

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China+ Publications

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

Please use the filters on the right to search for a specific date or topic.

april

PM Datanote: Money & Credit, China, April

In one line: rise in fiscal deposits likely points to temporary building activity disruptions due to severe weather.

PM Datanote: BoK Decision, Korea, April

In one line: BoK stays put, leaving canvas blank for incoming Shin amid war-induced growth and inflation risks.

CN Datanote: PPI, China, April

In one line: China’s PPI jumps on energy shock as war-driven reflation accelerates

CN Datanote: CPI, China, April

In one line: China’s CPI surprises to the upside as energy inflation accelerates in April

CN Datanote: Exports, China, April

In one line: China trade surplus rebounds as tech demand outweighs war-driven energy shock

CN Datanote: Foreign Reserves, China, April

In one line: China’s reverse jump in reserves reflects changes in market risk appetite

CN Datanote: RatingDog Services PMI, China, April

In one line: China’s RatingDog services PMI lifted by domestic demand on new product launches and innovation

CN Datanote: Whole Economy PMI, Hong Kong, April

In one line: Hong Kong PMI weakens as employment and domestic demand deteriorate amid war uncertainty

CHINA+ DATA WRAP 1 May 2026: Tokyo inflation subdued; Korea exports surging

In one line: Tokyo inflation subdued thanks to expanded childcare subsidies;
Korean exports buoyed by robust chip sales

CHINA+ DATA WRAP 30 April 2026: Manufacturing sector resilient to energy shock

In one line: China's manufacturing sector holds up well in April; Services slows after the holiday boost; Construction PMI drop is puzzling

PM Datanote: Flash PMIs, Japan, April

In one line: Japan manufacturing boosted by precautionary front-loading amid supply shocks while services slow

PM Datanote: 20-Day Exports, Korea, April

In one line: Korea exports still strong in early April, led by semiconductors.

PM Datanote: Loan Prime Rates, China, April

In one line: China’s LPR steady in April amid NIM pressure

CHINA+ DATA WRAP 28 April 2026: BoJ on hold

In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed

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Keywords for: China+ Documents

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