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Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 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: lacklustre broad credit growth, excluding government bonds
In one line: China's weakening investment and retail sales data raise worries for H2 demand outlook
In one line: China’s FX reserves dip on stronger dollar and bond loses in July.
In one line: China’s monthly export momentum fades in July; pharma shipments surged while rare-earth exports rebound.
In one line: NBS non-manufacturing PMI dragged down by construction activity in July.
In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead
In one line: China’s industrial profits slid further in June, weighed down by oversupply, weak demand and excessive competition.
In one line: China keeps LPR unchanged, further easing expected in the second half of 2025
In one line: Buoyant Caixin services PMI points to pockets of strength, such as tourism
Caixin PMI reports falling export orders
Korean exports hold up thanks to front-loading, but domestic demand sags
Tokyo headline inflation slows, despite rising food inflation
Japan's headline consumer inflation slows after energy subsidies restart
upper house election poses JGB risks
In one line: Better external sector performance likely to support Q2 GDP due tomorrow.
In one line: China’s FX reserves rebounded in June on currency and bond revaluation gains.
China's steadyish Q2 real GDP growth boosted by intensifying deflation; nominal growth lowest since Q4 2022
China's worsening producer deflation mainly due to bad weather
Low core consumer inflation reflects weak demand
China's Caixin PMI, Korea's PMI and Japan's Tankan point to manufacturers' measured relief at easing trade tensions
China's Official PMIs point to improving manufacturing and construction activity, but weak jobs market
Tokyo inflation cools thanks to energy subsidies restart
China's industrial profits hit by slower investment income and weak demand
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