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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: BoK cuts to 2.50% on weaker growth outlook amid tariff war impact
In one line: Korea's exports set back less severe than expected, as tariff reprieve offers breathing space
Korean PMI shows domestic demand tanking, but sentiment is improving thanks to tariff war pause
BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year
Korean exports regain their vim after the holiday, led by semiconductor shipments
Japan's inflation slows due to energy subsidies
Korea's 20-day WDA exports rebound led by chip exports, but the outlook is murky
Korean manufacturing sentiment dented by sagging US and European orders
Outlook still gloomy, after sifting through the holiday data distortions
Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today
Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today
Korean working-day exports fell due to holiday effects; surging auto exports points to front-loading
Japan's consumer inflation boosted by food inflation
Korea's WDA-exports drop during the holiday, despite auto shipment surge
China's Caixin PMI holds up better than official index
Korean PMI rebounds with underlying export growth in decent shape
The BoJ hikes policy rate and indicates readiness for further tightening at a measured pace
The BoJ hikes policy rate and indicates readiness for further tightening at a measured pace
In one line: Despite upside surprises on headline numbers, Korean WDA exports weakened in December amid regional demand slowdown and political uncertainty
Korea’s WDA 20-day exports remain steady ahead of Trump inauguration
China's Caixin PMI shows slowing growth
Korean manufacturing sentiment takes a nosedive
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