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.

December was the last month of PPI deflation; CPI inflation driven by volatile food prices; services inflation stable but not for much longer

CHINA+ DATA WRAP 19 April 2024

In one line: Japan's inflation cools in March; the BoJ to stand pats next week

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, March

In one line: Japan's inflation cools in March; the BoJ to stand pats next week

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 16 April 2024: Chinese GDP beats expectations

Chinese GDP beats expectations, despite an uneven recovery and looming oversupply issues

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 April 2024

China consumer prices slow as producer deflation deepens

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, March

In one line: Producer price deflation deepens further, thanks to excess capacity

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Tokyo CPI, Japan, March

In one line: Japan’s Tokyo inflation ticks up in March, thanks to a smaller fall in energy prices

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 15 March 2024

PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022

China’s property market rout continues, with prices falling further in February

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 11 March 2024

In one line: China’s consumer price inflation bounces in February; Upstream industries continue to see disinflationary pressure

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, February

In one line: China’s upstream industries continue to see disinflationary pressure.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: CPI, China, February

In one line: China’s consumer price inflation bounces in February, thanks to the timing of the Lunar New Year holiday.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 5 March 2024: China sticks to targeted support

Premier Li confirms targeted stimulus only, as China reshapes its growth model; Tokyo inflation rises

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, January

In one line: Japanese inflation slows less than expected in January

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 February 2024

Japanese inflation slows less than expected in January

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, January

Manufactured goods producer price decline stems partly from industrial spare capacity

Duncan WrigleyChina+

CHINA+ DATA WRAP 8 February 2024: China's inflation data point to soft demand

China's inflation data point to still-soft domestic demand, after filtering out the holiday noise

Duncan WrigleyChina+

CHINA+ DATA WRAP 6 February 2024: modest uptick in Japanese wages

Japan's nominal wage growth ticks up slightly in approach to spring talks

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 February 2024

Caixin services PMI pointing to slower growth, while output prices are falling.

Japan’s service sector rosier than thought.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 31 JANUARY 2024: official PMIs indicate restocking

Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity

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