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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.
Robust government bond issuance pushes up credit growth, despite lacklustre private sector credit demand
China's steps up fiscal support in a measured fashion; room for further easing
Caixin services activity improves
Manufacturing sentiment rebounds, despite the brewing trade war
Caixin PMI shows manufacturing sentiment rebound, despite the brewing trade war
Post-holiday activity rebound, but firms still wary ahead of the Two Sessions and tariff hikes
Construction activity rebound looks mainly seasonal; too soon to say if a real infrastructure push is coming
Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path
Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path
Japan’s headline consumer inflation gains steam on food inflation
Japan’s flash manufacturing PMI shows activity spluttering
Japan's consumer inflation boosted by food inflation
Korea's WDA-exports drop during the holiday, despite auto shipment surge
PBoC waiting for the trade war to heat up
China's residential price decline steady in holiday season
Japan's real export growth less impressive than headline
Overall credit growth still relatively sturdy, thanks to robust government bond issuance
Producer prices extend their decline with broad price falls
China's headline consumer inflation buoyed by holiday travel and spending; underlying trend still weak for both consumer and producer prices
China’s foreign reserves rose in January, likely on the back of export front loading ahead of tariff risks
China's Caixin services activity slows, but sentiment improves
Japanese wages enjoy year-end bonus boost
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,