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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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In one line: People curbed spending in response to fuel price hikes in March
In one line: Japan’s solid wage growth beats expectations, supporting an April’s BoJ hike.
In one line: Tokyo inflation subdued thanks to expanded childcare subsidies;
Korean exports buoyed by robust chip sales
In one line: Japan National CPI firms on core goods and fading energy drag; BoJ likely to delay hike next week.
In one line: Japan manufacturing boosted by precautionary front-loading amid supply shocks while services slow
In one line: Japan exports rebound in March on post-LNY China demand; BoJ hike likely delayed to June after media leak
In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed
In one line: China's lopsided Q1 GDP growth bump likely the year's high-water mark
In one line: China's manufacturing activity resilient, despite jump in energy-related costs
In one line: Japan's inflation fell in February, ahead of oil price surge; Services firms' sentiment dives to mid-2020 level
In one line: BoJ on hold amid oil shock risks and divided inflation views
Japan's exports slow due to holiday calendar effects
Chip and electrical machinery shipments rise
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: China's lower growth target signals priority for structural adjustment over short-term growth
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.
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