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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 : Japanese inflation continues to outpace labour earnings; BoJ likely to hold rates in June.
In one line: China’s April profit growth masks uneven recovery beneath; Trade uncertainty clouds outlook
Core inflation ticks up after removal of energy subsidies
Core inflation nudges up, after energy subsidies end
China to stick to targeted easing, despite broad cooling in April activity growth
Caixin services PMI points to business jitters over tariff worries
Manufacturing activity bashed by tariff war
Manufacturing activity bashed by tariff war
Non-manufacturing activity slows
The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk
The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk
China’s Q1 GDP growth was boosted by demand stimulus and export front-loading pre-tariff turmoil
Government bond issuance still taking centre stage, with modest uptick in household loans
China's foreign reserves excluding valuation effects fell
Japan's real wage decline hurts consumption
China likely to step up fiscal and monetary policy support, allow weaker RMB, in response to hefty US tariff hike;
Caixin services activity rises
China's manufacturing PMI nudges up, but sentiment ebbs
China's manufacturing PMI nudges up, but sentiment ebbs; construction order slump is worrying
Tokyo inflation picks up, but the BoJ's immediate focus will be on US auto tariffs
Tokyo inflation picks up, but the BoJ's immediate focus will be on US auto tariffs
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