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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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In one line: China’s core inflation shows a silver lining; Headline CPI nears deflation on falling food prices.
Japan CPI outturn signals upside risks to prices; BoJ’s summary of opinions highlights diverse December views
In one line: Sharp rise in Japan’s CPI highlights energy and fresh food costs, BoJ holds steady
In one line: China’s consumer inflation sinks further in November, led by weaker food prices, but core inflation shows signs of stabilisation
China's deflation risks persist in October, but there is a silver lining
In one line: China’s CPI near deflation weighed down by volatile items; uptick in services inflation
Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation
Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation
Japan’s headline consumer inflation slows only thanks to energy subsidies
Japan's headline inflation falls only thanks to energy subsidies
Flash manufacturing PMI weakens
In one line: Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting
Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting
China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut
In one line: Japan’s core inflation remains strong; the BoJ is unmoved by CPI fall driven by transitory factors.
In one line: China's deepening deflation fears highlight the need for greater fiscal stimulus
In one line: Tokyo inflation dips in September as energy subsidies reinstated; Underlying inflation remains resilient
In one line: China's industrial profit growth sees sharpest fall in 18 months; Japan's Tokyo CPI dips as energy subsidies reinstated
Plunge in Korean manufacturing PMI raises the likelihood of earlier BoK cut
Consumer inflation rises on the back of food inflation, notably rice shortages
China's slowing core consumer inflation indicates weak demand
Producer deflation steepens as construction activity splutters
In one line: Tokyo consumer inflation surprises on the upside, backing BoJ’s decision to hike.
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