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
Please use the filters on the right to search for a specific date or topic.
Only modest improvement in China's headline exports; imports rise in anticipation of stimulus impact; Japanese broad wages yet to turn around
Chinese industrial profits continue to improve in Q1 despite March's slowdown
In one line: Japan's inflation cools in March; the BoJ to stand pats next week
In one line: Japan's inflation cools in March; the BoJ to stand pats next week
In one line: Japanese exports grow sturdily in March, lifted by strong Chinese demand and a weak yen.
Chinese GDP beats expectations, despite an uneven recovery and looming oversupply issues
The PBoC keeps the MLF rate on hold, despite slowing credit growth
Disappointing credit data point to undercooked domestic demand, despite fiscal stimulus
In one line: Producer price deflation deepens further, thanks to excess capacity
In one line: China forex reserves rose more than expected in March, thanks to stronger trade surplus and bond inflows.
PMIs point to services sector buoyancy in China and Japan
In one line: Japan’s Tokyo inflation ticks up in March, thanks to a smaller fall in energy prices
In one line: Manufacturing activity expands for the first time in 6 months
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
China’s industrial profits bounce in February, owing to base effects
In one line: China lending rates unchanged in March as per market consensus
Modest improvement in still-dull Japanese manufacturing activity reading
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,