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.

July

China+ Datanote: CPI, Japan, July

  • Japan’s inflation remains stubbornly high, thanks to sticky food and core prices

Duncan WrigleyChina+

CHINA+ DATA WRAP 18 AUGUST 2023: Japan's Inflation Remains Stubbornly High

  • Japan's Inflation Remains Stubbornly High, Thanks to Sticky Core and Food Prices

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, July

  • Chinese Credit Growth Hits a Soft Patch as Households Repay Loans

Duncan WrigleyChina+

PM Datanote: PPI, China, July

  • Producer prices rise m/m, though demand is still soft

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 AUGUST 2023: Chinese Headline Consumer Inflation Falls

Soft Demand and Food Price Declines Drag Down China's Headline Consumer Prices
Producer prices rise m/m, led by stabilising consumer goods prices

Duncan WrigleyChina+

CHINA+ DATA WRAP 8 AUGUST 2023: Chinese Exports are Hit by Waning Demand

Chinese Exports Decline, Hit by Waning Demand in Most Key Markets

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 AUGUST 2023: Flagging Services Recoveries in China and Japan

The Services Sector Recoveries in China and Japan are Gradually Flagging
Caixin services PMI held up in July, but the downward trend is likely to resume 

Duncan WrigleyChina+

PM Datanote: Exports, Korea, July

  • Korean exports extend their trend decline in July, facing weakness in all key markets 

Duncan WrigleyChina+

PM Datanote: Caixin Manufacturing PMI, China, July

  •  The July Caixin PMI concurs with official PMI in indicating a fall in Chinese manufacturing activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 AUGUST 2023: Manufacturing is Soft Across Northeast Asia

Manufacturing Remains Soft Across Northeast Asia, as Korean Exports Fall
July Caixin PMI concurs with official PMI in indicating a fall in Chinese manufacturing activity
Japanese manufacturing activity continues to fall  
Korean PMI offers a probably deceptive glimmer of hope in new export orders
Korean exports extend their trend decline in July, facing weakness in all key markets 

Duncan WrigleyChina+

PM Datanote: Official Manufacturing PMI, China, July

  • Dismal export demand is a drag on flagging manufacturing activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 JULY 2023: Chinese Recovery is Faltering, Especially Construction Activity

Export demand is a drag on flagging manufacturing activity
The non-manufacturing recovery is fizzling, with construction PMI at its lowest since February 2020 

Duncan WrigleyChina+

CHINA+ DATA WRAP 28 JULY 2023: The BoJ Makes Surprise Tweak to the YCC

The BoJ Makes Surprise Tweak to the YCC,
Tokyo Inflation Remains Stubbornly Elevated

Duncan WrigleyChina+

PM Datanote: Flash Manufacturing PMI, Japan, July

  • Weakening manufacturing drags on Japan’s H2 outlook

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 JULY 2023: Japan's Flash PMIs are Unlikely to Shift the BoJ

Japanese manufacturing activity weakens in flash PMI reading
Japanese services continue to expand, as cost pressures worsen

Duncan WrigleyChina+

PM Datanote: 20 Day Exports, Korea, July

  • Korea exports extend their hefty decline

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 JULY 2023: Obstinate Inflation is Unlikely to Budge the BoJ

Stubbornly Elevated Inflation is Unlikely to Budge the BoJ
Korea exports extend a hefty decline

Duncan WrigleyChina+

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Keywords for: China+ Documents

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