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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.
China's consumer spending was boosted by longer holiday
infrastructure investment rebounds thanks to policy support
Industrial output lifted by export demand
In one line: Japan exports spike on Lunar New Year boost, strong momentum unlikely to last.
China's PPI reflation remains patchy; CPI falls back on Lunar New Year timing
In one line: China’s PPI deflation eases further in January, but improvements were patchy.
In one line: China’s FX reserves jumped in January on factors beyond valuation effects.
In one line: Korea’s export jump exaggerated by LNY timing; semiconductors still underpin growth.
In one line: Property and construction weakness drags China’s non-manufacturing PMI below 50
In one line: China’s manufacturing PMI slips, as a larger-than-usual post-December festive and pre-LNY demand pullback exposes weak fundamentals.
In one line: Cooling consumer inflation justifies BoJ taking time on rate hike
In one line: Hints of shifting property market policy, as prices extend their decline
In one line: China's RatingDog services PMI posts a modest gain, largely reflecting pre-holiday seasonality
In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries; Korean PMI lifted by AI-related chip sector
In one line: BoJ stands pats in January, but inflation momentum keeps tightening chances intact.
In one line: Japan’s PMIs jump in January, pointing to firmer labour demand, especially in manufacturing.
In one line: Korea’s 20-day exports rebound buoyed by base effects; monthly momentum actually slowed in January.
In one line: Sharp drop in Tokyo inflation largely due to one-off factors; won't change BoJ outlook
In one line: China’s LPR on hold in January; targeted structural rate cuts unclog credit supply and hopefully induce more loan demand.
In one line: Bank of Korea drops its easing bias as currency stability takes priority
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