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, or contact your account rep

Please use the filters on the right to search for a specific date or topic.

October Duncan Wrigley

CHINA+ DATA WRAP 8 DECEMBER 2023: Japan revises down Q3 GDP, notably consumption

Japan's revised Q3 GDP reveals weak private consumption demand
Nominal wage growth picked up in October

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, October

  • Stepped-up government bond issue stabilises credit growth against property sector downdraft

Duncan WrigleyChina+

China+ Datanote : Caixin Manufacturing PMI, China, October

  • China’s manufacturing sector hit a soft patch in October

Duncan WrigleyChina+


  • China’s manufacturing sector hit a soft patch in October
  • Japan’s final PMI points to moderate activity decline
  • Korean manufacturing PMI shows leading signs of stabilising demand
  • Korean exports rise in October for the first time in 12 months, owing to base effects

Duncan WrigleyChina+


  • The BoJ makes tweak to yield curve control policy, while expecting core inflation to fall in 2024
  • China’s fall in manufacturing activity reinforces the need for continued economic support
  • China’s infrastructure construction activity is holding up

Duncan WrigleyChina+

PM DATANOTE: BoJ Policy Decision, Japan, October

  • The BoJ tweaks its yield curve control policy, aiming to keep supportive settings in place

Duncan WrigleyChina+

CHINA+ DATA WRAP 27 OCTOBER 2023: Tokyo CPI makes surprise jump in October

  • The BoJ won't be budged by the uptick in the headline Tokyo CPI
  • China’s industrial profits pick up, thanks to producer prices bottoming out and stimulus support

Duncan WrigleyChina+

PM Datanote: PM Datanote: Manufacturing PMI, Japan, October

  • Japanese manufacturing activity continues to decline with no indication of an upturn in demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 OCTOBER 2023: Japan's services sector slows

  • Manufacturing continues to decline
  • Service sector is hit by cooling foreign demand

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, October

  • In one line: China's LPR rate on hold, after the promising Q3 economic figures 

Duncan WrigleyChina+

PM Datanote: BoK Policy Decision, Korea, October

  • The BoK keeps rates steady again: between a rock and a hard place 

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 OCTOBER 2023: The BoK holds fast

  • The BoK holds fast
  • Japanese exports rebound
  • Chinese home price fall continues

Duncan WrigleyChina+

CHINA+ DATA WRAP 16 OCTOBER 2023: The PBoC keeps the MLF rate on hold for now

  • The PBoC keeps the MLF rate on hold for now; a cut is likely by year-end

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