Pantheon Macroeconomics
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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
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Korean manufacturers are highly bullish, despite mounting cost pressures
Manufacturing output in rude health, though the PMIs provide contrasting readings for new orders
China's PMIs indicate manufacturing output surge, despite mixed demand readings; services activity suffers post-holiday dip
Chinese manufacturing demand improves after the Lunar New Year holiday
Korean exports propelled by resurgent semiconductor shipments
Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend
Modest improvement in still-dull Japanese manufacturing activity reading
In one line: China’s manufacturing sector treads water during Lunar New Year
China’s manufacturing sector treads water during Lunar New Year
Holiday spending buoys China’s services activity
Japanese manufacturing still struggling
Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous
BoK on hold, but hinting at future easing; Japan's flash PMIs indicate continued sluggishness
Caixin index lifted by capital goods output and intermediate product exports
Caixin PMI still relatively strong
Korean manufacturers buoyed by new product launches, high-end chip exports
Japan PMI still weak
Manufacturing production steams ahead of new orders, as firms restock in anticipation of higher sales
Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity
Still sluggish, hit by waning demand
Korean exports are stuttering, hit by slowing shipments to the US
Korean exports stutter in January; China's LPR is kept on hold
BoK keeps policy rate on hold, hinting at easing
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