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.

Japan

2 Dec 2022 China+ Monitor Northeast Asian Economies Stutter, as Demand Fades

Winter has arrived for the northeast Asian economies, hit by faltering domestic and global demand.

Korean exports declined sharply in November, with dramatic drops in shipments to China and Japan.

Manufacturing PMIs show a broad, synchronised cooling in China, Japan and Korea.

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 DECEMBER 2022: PMIs and Korean Exports Point to Weakness

PMIs and Korean Exports Point to Marked Weakness in Northeast Asian Economies

Duncan WrigleyChina+

PM Note: Japan Flash PMIs November

  • Japan is caught between rising inflationary pressure and slowing growth

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 NOVEMBER 2022: The BoK hikes by only 25 basis points

The BoK hikes by only 25 basis points, balancing worries about growth and inflation

Duncan WrigleyChina+

PM Note: Japan CPI October

  • Japan's CPI Inflation Jumps on Food Price Hikes

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 NOVEMBER 2022: Japan's Exports Slow more than Expected

Japan Exports Slow in Further Sign of Weakening Global Growth

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 OCTOBER 2022: Official GDP beats expectations on infrastructure support, despite property drag

China's GDP rebound stronger than expected
Industrial output boosted by unblocking of supply chains
Consumption continues to struggle under zero-Covid policy
Property drags down fixed asset investment
Home prices fall more quickly in existing home market
China trade balance remains large despite slowing export growth
Japan flash manufacturing PMI points to a gloomy outlook

Craig BothamChina+

China+ Data Note: Japan National CPI, September

  • In one line: The BOJ will Hold the Line Despite Core CPI Creeping up

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 OCTOBER 2022: The BOJ will Hold the Line Despite Core CPI Creeping up

The September CPI remained at a an elevated level for Japan and inflation is broadening out

Craig BothamChina+

CHINA+ DATA WRAP 04 OCTOBER 2022: Core inflation rises as cost pressures build for Japan

Yen weakness makes itself felt in core inflation

Korean factory output fell further in September

Craig BothamChina+

CHINA+ DATA WRAP 03 OCTOBER 2022: Headwinds build for Japanese manufacturing

Headwinds build for Japanese manufacturing

Factory activity softened further as Q3 drew to a close

Craig BothamChina+

27 Sept 2022 China+ Monitor An Unsustainable Rebound for Japanese Growth in September

  • Japan learns to live with Covid, but must still contend with slower global growth, and bad weather.
  • The renminbi is tumbling, along with every other currency, but capital flight risks compel PBoC action.
  • Rumours of a coup in China are based on a rogue Twitter account, and should be discounted.

Craig BothamChina+

PM Datanote: Governor Q&A, Japan, September

In one line: A long pause for monetary policy, but thinking on the yen is shifting

Craig BothamChina+

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Keywords for: China+ Documents

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