Pantheon Macroeconomics
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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 industrial profits deteriorate amid insufficient demand and external uncertainty
In one line: Sharp rise in Japan’s CPI highlights energy and fresh food costs, BoJ holds steady
In one line: Japan’s exports were a mixed bag in November; expect more headwinds in 2025.
China's November activity data disappoints again, but property prices show improvement
In one line: China's credit demand from the real economy slows to two-decade low
In one line: China’s export growth weakens amid slowing global demand
In one line: China’s producer price deflation eases in November amid signs of stimulus impact
In one line: China’s consumer inflation sinks further in November, led by weaker food prices, but core inflation shows signs of stabilisation
In one line: China’s foreign reserves rise unexpectedly in November, with policy banks likely shouldering some outflow pressures
In one line: China’s non-manufacturing growth stalls in November as construction weighs on activity.
In one line: China’s stimulus continues to give manufacturing activity a modest lift amid looming geopolitical uncertainty
In one line: Korea’s WDA exports rebound in November, but looming protectionist risks loom over growth.
Caixin services PMI slows a notch
PMI buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025
China Caixin and Korean manufacturing PMIs buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025
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
BoK makes surprise rate cut to bolster Korean growth, amid looming trade protectionism risks
BoK makes surprise rate cut to bolster Korean growth, amid looming trade protectionism risks
China's MLF rate left on hold; more liquidity support needed to fund debt-swap bond issuance
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,