- © 2026 Pantheon Macroeconomics
- Tel: +1 914 610 3830
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: 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
China's November activity data show goods consumption softening and fixed asset investment worsening
Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses
In one line: Japan’s services and manufacturers face worsening inflation dynamics.
In one line: Japan’s inflation and currency backdrop favours policy normalisation, but politics cloud a near-term BoJ hike.
In one line: China's October activity data show broad-based weakness, despite some positivity on the inflation and profits fronts
Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026
In one line: exports hold up ahead of row with China
Weak net exports of goods and tourism hit growth
Private consumption was sluggish
Business non-residential investment was resilient
Full-time regular pay growth slowed a tad
Real wages extended their decline in September
Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry
In one line: BoJ stands pat amid trade uncertainty and wage caution as Takaichi takes helm
In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing
In one line: Fimer Tankan readings pave way for BoJ policy normalisation in October.
In one line: Japan's wage growth slows again, with bonuses hit by tourism weakness
Tokyo headline inflation steady, after launch of childcare subsidies
In one line: BoJ stays put on rates in September, starts ETFs and J-REITs offloading plan
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,