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
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In one line: Japan's inflation cools in March; the BoJ to stand pats next week
In one line: Japan's inflation cools in March; the BoJ to stand pats next week
In one line: Japanese exports grow sturdily in March, lifted by strong Chinese demand and a weak yen.
Japan's broad wage growth still lacklustre
PMIs point to services sector buoyancy in China and Japan
In one line: Japan’s Tokyo inflation ticks up in March, thanks to a smaller fall in energy prices
Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend
Modest improvement in still-dull Japanese manufacturing activity reading
Japan's robust services sector contrasts with drab manufacturing activity; Exports still strong, despite headline dip
In one line: The BoJ scraps negative rates and YCC policies in March, hinting at no further tightening unless inflation spikes.
In one line: The BoJ scraps negative rates and YCC policies in March, hinting at no further tightening unless inflation spikes.
Japanese wages pick up, in advance of the Spring union talks
China exports to emerging markets rise strongly in Jan-Feb
Premier Li confirms targeted stimulus only, as China reshapes its growth model; Tokyo inflation rises
China’s manufacturing sector treads water during Lunar New Year
Holiday spending buoys China’s services activity
Japanese manufacturing still struggling
Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous
In one line: Japanese inflation slows less than expected in January
Korean WDA exports rebound strongly; Japan stages double-digit export growth
BoK on hold, but hinting at future easing; Japan's flash PMIs indicate continued sluggishness
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