Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
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.
In one line: Japan CPI slump driven by energy and fresh food; underlying inflation remains sticky
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: China's Q4 GDP reports torpid domestic demand versus vibrant industrial output
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

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