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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.

May

CHINA+ DATA WRAP 16 June 2025: China's activity slowing, except retail sales

China's investment and industrial output data point to slowing growth, despite the bright retail sales reading

Duncan WrigleyChina+

China+ Datanote: Flash Services PMI, Japan, May

In one line: Japan's services sector expands at a slower pace in May

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan's manufacturing PMI rose as US importers rushed orders ahead of Tariff reprieve expiry.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, May

In one line: China's monthly exports rebounded in May, thanks to tariff reprieve.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, May

In one line: China’s FX reserves rise modestly as bond revaluation offsets inflows

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Services PMI, China, May

In one line : China's services activity ticks up, but deflationary pressure still lurking in the background.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, May

Producer deflation slammed by weakening international energy prices, weather-hit construction activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 June 2025: China's CPI still in mild deflation

China's CPI still in mild deflation, while producer deflation worsens due to weak global oil prices

Duncan WrigleyChina+

China+ Datanote: Official Non-Manufacturing PMI, China, May

In one line: Golden Week boosts May's services activity in China, but overall non-manufacturing weighed down by weak resi-construction

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Manufacturing PMI, China, May

In one line: China's manufacturing activity shrinks at a slower pace in May due to US tariff reprieve

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Tokyo CPI, Japan, May

In one line: BoK cuts to 2.50% on weaker growth outlook amid tariff war impact

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Bank of Korea Decision, Korea, May

In one line: BoK cuts to 2.50% on weaker growth outlook amid tariff war impact

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, May

In one line: Korea's exports set back less severe than expected, as tariff reprieve offers breathing space

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoJ Policy Decision, Japan, May

BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 May 2025: BoJ adopts bearish inflation outlook

BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year

Duncan WrigleyChina+

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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,