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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
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Japan's exports slow due to holiday calendar effects
Chip and electrical machinery shipments rise
In one line: Korea’s 20-day exports surge in February on semiconductors, despite fewer working days, as DRAM prices soar in Q1
In one line: Japan exports spike on Lunar New Year boost, strong momentum unlikely to last.
In one line: Japan’s softer than expected GDP outturn reinforces our case for a later than market rate hike.
In one line: Korea’s export jump exaggerated by LNY timing; semiconductors still underpin growth.
In one line: Korea exports surge in full-month February on global AI investment boom
In one line: Tokyo headline inflation under control
In one line: Cooling consumer inflation justifies BoJ taking time on rate hike
In one line: Japan's regular pay growth steady, as PM Takaichi secures resounding election win
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: Japan CPI slump driven by energy and fresh food; underlying inflation remains sticky
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: Japan's overall exports rise, despite falling shipments to the US
In one line: Diversification keeps China exports float in 2025; December export upticks largely support by ASEAN & BRICS demand
In one line: BoJ won't be fazed by slowing headline wage growth, as regular pay growth is relatively steady
In one line: Reviving manufacturing activity but mounting cost pressures
Japan's flash PMIs find reviving manufacturing activity but mounting cost pressures
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