Pantheon Macroeconomics
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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: China’s RatingDog PMI slips as export orders fall sharply in October amid renewed US trade tensions
In one line: Renewed weakness in Korean manufacturing sector in October; Trade/ investment deal eases outlook risks
In one line: China’s official non-manufacturing PMI dips below 50 for the first time since Covid reopening
In one line: China’s NBS manufacturing PMI shows mild improvement, but core industries cherished by policymakers weakens in November.
Efficiency gains help profits but hurt labour demand
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 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: Korean manufacturing activity surged in September on stronger orders and output.
In one line: Manufacturing sector improved ahead of investment stimulus
Japan's flash PMIs reveal divergence between weakening manufacturing sector and resilient services activity
In one line: Japan’s private sector activity posts its fastest rise since February, with broad based services and manufacturing improvements.
In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.
In one line: China's RatingDog services PMI points to job risks after court ruling on social security contributions
In one line: China's manufacturing PMIs post modest gains; Korean exports propped up by chip exports
In one line : Japan’s nominal wage growth remains sturdy amid trade headwinds, but real wages stay deeply negative.
In one line: NBS non-manufacturing PMI dragged down by construction activity in July.
In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead
In one line: China’s industrial profits slid further in June, weighed down by oversupply, weak demand and excessive competition.
In one line: Japan’s exports slip unexpectedly in June, raising risk of a technical recession
In one line: Buoyant Caixin services PMI points to pockets of strength, such as tourism

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