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.

January tax cuts

CHINA+ DATA WRAP 18 March 2024: industry powers on, as retail sales slow

China activity - industrial sector powers ahead, despite persistent property drag and retail sales losing steam

Duncan WrigleyChina+

China+ Datanote: Exports, China, January-February

In one line: China exports to emerging markets rise strongly in Jan-Feb; the jump in the year-to-date headline was due partly to base effects.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 March 2024

Japanese wages pick up, in advance of the Spring union talks

China exports to emerging markets rise strongly in Jan-Feb

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+ DATA WRAP 21 February 2024

Korean WDA exports rebound strongly; Japan stages double-digit export growth

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money & Credit, China, January

M1 and credit growth beat expectations, thanks to stimulus

Duncan WrigleyChina+

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 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+ Datanote: Caixin Manufacturing PMI, China, January

Caixin index lifted by capital goods output and intermediate product exports 

Duncan WrigleyChina+

CHINA+ WRAP: Caixin PMI still relatively strong; Korean manufacturers buoyed by new product launches, high-end chip exports

Caixin PMI still relatively strong

Korean manufacturers buoyed by new product launches, high-end chip exports

Japan PMI still weak

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, January

In one line: Korea export growth remains resilient even on a WDA basis

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Manufacturing PMI, China, January

Manufacturing production steams ahead of new orders, as firms restock in anticipation of higher sales

Duncan WrigleyChina+

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+

China+ Datanote: RRR Cut, China, January

The PBOC's RRR cut is to facilitate fiscal stimulus as the main tool for growth support; Governor hints at LPR cut

Duncan WrigleyChina+

CHINA+ DATA WRAP 26 JANUARY 2024

Japan's Tokyo CPI Surprised on the Downside, Coming in Lowest in 22 Months

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoJ Policy Decision, Japan, January

The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 JANUARY 2024: The BoJ keeps policy steady

The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round

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