Pantheon Macroeconomics
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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: BoJ won't be fazed by slowing headline wage growth, as regular pay growth is relatively steady
China's November activity data show goods consumption softening and fixed asset investment worsening
In one line: still looking for signs of private sector credit demand
Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses
In one line: China’s industrial profit recovery stalled as growth driver weaken in October
In one line: Bank of Korea stand pats on better growth prospects, higher inflation trend due to the weak won
In one line: Japan’s services and manufacturers face worsening inflation dynamics.
In one line: Korea’s WDA 20 day export growth moderates in November despite headline rebound.
In one line: China holds fire on LPR cuts amid banking NIM compression
In one line: Korea’s resilient November exports powered by robust semiconductor demand
In one line: China’s official non-manufacturing PMI dips below 50 for the first time since Covid reopening
In one line: China’s NBS manufacturing PMI shows mild improvement, but core industries cherished by policymakers weakens in November.
Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026

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