Pantheon Macroeconomics

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China+ Publications

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.

Bank of Korea Decision Duncan Wrigley

China+ Datanote: BoJ Policy Decision, Japan, April

The BoJ resists JPY market pressure in keeping the policy rate target range steady

Duncan WrigleyChina+

CHINA+ DATA WRAP 26 April 2024: BoJ holds steady

The BoJ holds the policy rate steady; Tokyo consumer inflation cools, thanks to education subsidies

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, March

Korean exports propelled by resurgent semiconductor shipments

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 April 2024: Post-holiday bump in Caixin and Korean PMIs

Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend

Duncan WrigleyChina+

China+ Datanote: BoK Policy Decision, Korea, February

  • The BoK stays put, but changing voting pattern hints at future policy shift

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 February 2024: BoK on hold; Japanese flash PMIs

BoK on hold, but hinting at future easing; Japan's flash PMIs indicate continued sluggishness

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, February

Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 February 2024: surprise 25bp five-year LPR cut

Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold

Duncan WrigleyChina+

CHINA+ WRAP: Caixin PMI still relatively strong; Korean manufacturers buoyed by new product launches, high-end chip exports

Caixin PMI still relatively strong

Korean manufacturers buoyed by new product launches, high-end chip exports

Japan PMI still weak

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, January

The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 JANUARY 2024: The BoJ keeps policy steady

The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round

Duncan WrigleyChina+

China+ Datanote: 20-Day Exports, Korea, January

Korean exports are stuttering, hit by slowing shipments to the US

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 JANUARY 2024: Korean exports stutter

Korean exports stutter in January; China's LPR is kept on hold

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, January

The PBoC keeps the MLF rate on hold, gauging the impact of other easing measures

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, December

The BoJ stays put as inflation slows and currency pressure eases

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 DECEMBER 2023

The BoJ stays put as inflation slows and currency pressure eases

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, November

Korean trade is weaker than the headline export growth figure suggests

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 DECEMBER 2023: Caixin PMI rises

China's erratic Caixin PMI rises
Korean exports are weaker than the headline figure
Japanese manufacturing falters 

Duncan WrigleyChina+

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Keywords for: China+ Documents

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