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.
A bad month for private sector manufacturing
Still no change expected from the BoJ, despite another jump in inflation
Lending rates left on hold in China
Demand for energy during a heatwave props up industrial output
Strong, but fragile, consumption
Government spending finally lifts FAI
Still no bottom for property
Japanese exports were worse than they looked in August
The PBoC withdraws liquidity again
In one line: No sign of China's liquidity trap easing up
No signs of inflationary pressure in August
Deflation starts to rear its head once more
The global slowdown catches up with China
China's services sector slows, but still grows, despite Covid
Korean export growth is even worse than it looks
Korea’s PMI points to a continued slowdown
China adds to the general sense of gloom
A loss of momentum for Japan
Chinese manufacturing starts to settle at a lower level as the reopening distortion fades
Zero-Covid drags on services, and the infrastructure boost is already fading
An upside surprise from Japanese inflation
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