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.

June

China+ Datanote: Foreign Reserves, China, July

  • China’s steady foreign-reserves point to the effectiveness of the PBoC's currency intervention 

Duncan WrigleyChina+

PM Datanote: National CPI, Japan, June

  • Obstinate Japanese inflation is unlikely to shift the BoJ

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+

CHINA+ DATA WRAP 20 JULY 2023: Japan's Exports Remain Sluggish

Japan's Exports Remain Sluggish, as China Keeps Lending Rates on Hold

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 JULY 2023: China's Recovery is Ebbing

China's Ebbing Recovery is Likely to Prompt a Broad But Measured Stimulus

Duncan WrigleyChina+

CHINA+ DATA WRAP 13 JULY 2023: China's Exports Steepen their Decline

Chinese exports fall faster than expected, though auto exports bucked the downtrend
The BoK keeps policy settings on hold for another month

Duncan WrigleyChina+

China+ Data Note: Money & Credit, China, June

  • In one line: China's credit growth remains sluggish

Duncan WrigleyChina+

PM Datanote: PPI, China, June

  • Excess Capacity is Dragging Down China's Producer Prices

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 JULY 2023: Excess Capacity is Dragging Down China's PPI

Producer price deflation intensifies, led by upstream sectors
China’s headline consumer inflation hits zero, as demand is drifting

Duncan WrigleyChina+

China+ Data Note: China Foreign Reserves June

  • China foreign reserves beat expectations, despite yuan weakness

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 JULY 2023: Services Growth Slows in China and Japan

China’s Caixin services PMI points to ebbing expansion
Japan’s services sector has probably crested

Duncan WrigleyChina+

PM Datanote: Exports, Korea, June

  • Korean exports continue their trend decline, despite moderation in the headline figure 

Duncan WrigleyChina+

PM Datanote: Caixin Manufacturing PMI, China, June

  • Caixin manufacturing PMI points to slowing growth in demand and supply

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 JULY 2023: Northeast Asian Manufacturing Activity is Dim

Northeast Asian PMIs Point to Dim Manufacturing Activity, While Korean Exports Decline
Caixin manufacturing PMI points to slowing growth in demand and supply
Dismal Japanese final PMI contrasts with apparent improvement in Q2 Tankan survey
Korean PMI indicates slowing economic growth and dissipating inflationary pressure
Korean exports continue their trend decline, despite moderation in the headline figure 

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 JUNE 2023: Chinese Manufacturing is Hit by Soft Demand

Chinese manufacturing activity falls for a third straight month, dragged down by demand
Chinese non-manufacturing activity comes off the boil
Cooling Tokyo inflation provides the BoJ with breathing space

Duncan WrigleyChina+

PM Datanote: Flash Manufacturing PMI, Japan, June

  • Japan’s headline manufacturing PMI falls below 50 again

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 JUNE 2023: Japanese Manufacturing Falters as Inflation Slows

Japanese Manufacturing Recovery Falters, while Headline Inflation Slows

Duncan WrigleyChina+

PM Datanote: 20 Day Exports, Korea, June

  • Korean exports show misleading improvement 

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