Pantheon Macroeconomics

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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.

November

PM Note: Japan, CPI, November

  • Japanese Inflation Inches up in November, likely near peak

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 DECEMBER 2022: Japanese Inflation Inches Up

Japanese Inflation Inches up in December, near its peak

Duncan WrigleyChina+

China+ Data Note: China Money and Credit, November

  • In one line: Covid surges buffet credit growth, though policy-related financing held up

Duncan WrigleyChina+

PM Note: China PPI November

  • PPI levels out on the back of Covid disruptions 

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 DECEMBER 2022: China's CPI Flattens Out

China's CPI Flattens Out as Consumption is Hit by Covid

Duncan WrigleyChina+

CHINA+ DATA WRAP 7 DECEMBER 2022: China's Trade Flow are Hit by Fading Demand

China's Trade Flows are Buffeted by Covid Disruptions and Fading Demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 DECEMBER 2022: China Caixin Services PMI Hit by Covid Surges

China Caixin services PMI sinks under weight of new Covid surges
Japan services PMI is modestly positive, despite inflationary headwind

Duncan WrigleyChina+

PM Note: China Caixin PMI November

  • In one line: Caixin PMI confirms broad weakness in demand and output in China, as Covid policy is under the spotlight

Duncan WrigleyChina+

PM Note: Korea Exports November

  • Korean exports reveal pronounced weakness in the northeast Asian economy

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 DECEMBER 2022: PMIs and Korean Exports Point to Weakness

PMIs and Korean Exports Point to Marked Weakness in Northeast Asian Economies

Duncan WrigleyChina+

1 Dec 2022 China+ Monitor China Seeks Covid Exit Path, as PMIs Show Mounting Pressure

China’s PMIs for November show mounting economic pressure as Covid cases surge.

Supply-chain issues are nowhere near as bad as Q2, as local governments seek to target restrictions.

The services sector is suffering most from pandemic restrictions, though even construction is slowing.

Duncan WrigleyChina+

PM Note: China PMIs November

  • China's PMIs Show Mounting Economic Pressure as Covid Cases Surge

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 NOVEMBER 2022: China's PMIs Show Mounting Economic Pressure

China's PMIs Show Mounting Economic Pressure as Covid Cases Surge

Duncan WrigleyChina+

25 Nov 2022 China+ Monitor The BoK is Stuck Between a Rock and a Hard Place

The BoK hiked the policy rate by only 25 basis points, concerned about growth as well as inflation. 

Governor Rhee would not give a timeline for rate cuts, even as the Bank cut its 2023 growth outlook. 

Japan’s flash PMIs for November indicated a continued economic downturn, after the Q3 GDP fall. 

Duncan WrigleyChina+

PM Note: Korea BoK Policy Rate November

  • The BoK hikes by only 25 basis points, balancing worries about growth and inflation

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 NOVEMBER 2022: The BoK hikes by only 25 basis points

The BoK hikes by only 25 basis points, balancing worries about growth and inflation

Duncan WrigleyChina+

PM Note: Korea 20 Day Exports November

  • Accelerating Decline in Korean Exports Indicates Global Economy is in Poor Shape

Duncan WrigleyChina+

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Keywords for: China+ Documents

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