Pantheon Macroeconomics

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China+ Publications

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.

february

CHINA+ DATA WRAP 24 March 2026: Japan's inflation fell, ahead of oil price surge

In one line: Japan's inflation fell in February, ahead of oil price surge; Services firms' sentiment dives to mid-2020 level

CHINA+ DATA WRAP 16 March 2026: China's activity data improves in Jan-Feb

China's consumer spending was boosted by longer holiday
infrastructure investment rebounds thanks to policy support
Industrial output lifted by export demand

PM Datanote: BoK Decision, Korea, February

In one line: Bank of Korea hold rates at 2.50%; Adding Fed-style dot plot to anchor market expectations, signals six months hold

PM Datanote: 20-Day Exports, Korea, February

In one line: Korea’s 20-day exports surge in February on semiconductors, despite fewer working days, as DRAM prices soar in Q1

PM Datanote: Foreign Reserves, China, February

In one line: China’s FX reserves rose further in February amid RMB strength, partly driven by exporters repatriating overseas USD proceeds.

CHINA+ DATA WRAP 9 March 2026: Consumer inflation gets holiday bump

In one line: Consumer inflation gets holiday bump; Producer inflation continued to improve, ahead of oil price surge



PM Datanote: Exports, Korea, February

In one line: Korea exports surge in full-month February on global AI investment boom

CHINA+ DATA WRAP 24 February 2026: LPRs unchanged

In one line: LPRs unchanged, with China relying on fiscal policy to support growth


CHINA+ DATA WRAP 20 February 2026: Japan's cooling consumer inflation

In one line: Cooling consumer inflation justifies BoJ taking time on rate hike 

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Keywords for: China+ Documents

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