Pantheon Macroeconomics
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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.
In one line: Japan's regular pay growth quickened to 30-year high
April's industrial profits show slower recovery due to protracted reflation cycle
Japan’s consumer inflation still cooling, as the BoJ monitors wage inflation and the impact of the weak JPY
Japan's exports maintain steady growth, led by cars and chips
China activity - retail sales slow as industrial output rebounds; likely major property policy announcement due today
Despite tick-up in China CPI, demand is still weak; Producers still battle deflation
China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand
Only modest improvement in China's headline exports; imports rise in anticipation of stimulus impact; Japanese broad wages yet to turn around
In one line: China’s FX reserves fell sharply in April, thanks to a stronger dollar and a record rise in US yields
Chinese services sector ploughs ahead
In one line: Korean export recovery continues, thanks to resilient US and Chinese demand
Korean manufacturers are highly bullish, despite mounting cost pressures
Manufacturing output in rude health, though the PMIs provide contrasting readings for new orders
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,