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.

September

CHINA+ DATA WRAP 7 NOVEMBER 2023: Chinese exports continue to fall

  • Falling Chinese exports indicate weak global demand; Japanese wages pick up slightly

Kelvin Lam (Senior China+ Economist)China+

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+

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 18 OCTOBER 2023: China' GDP is lifted by targeted stimulus

  • Chinese GDP beats market expectations, thanks to targeted stimulus and reviving household spending

Duncan WrigleyChina+

China+ Datanote: PM Datanote: PPI, China, September

  • Producer price deflation abates, as International energy and materials prices warm up

Duncan WrigleyChina+

CHINA+ DATA WRAP 13 OCTOBER 2023: Consumer inflation remains dull

  • China's dull consumer inflation reflects a gentle demand recovery

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 OCTOBER 2023: Capital outflows pummelled foreign reserves

  • Capital outflows pummelled China's foreign reserves in September

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 OCTOBER 2023: Korean manufacturing still weak

  • Korean manufacturing remains weak, despite a deceptive rise in the headline PMI
    Japan’s services sector expands at a slower pace

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, September

  • China’s manufacturing sector is lifted by targeted support measures

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 OCTOBER 2023: Targeted stimulus props up China

  • Targeted stimulus props up China's manufacturing sector
    China’s construction sector has revived
    Japan’s Tankan survey shows strong non-manufacturers' sentiment

Duncan WrigleyChina+

CHINA+ DATA WRAP 29 SEPTEMBER 2023: Tokyo CPI slowed in September

  • Easing Tokyo CPI reinforces the case for the BoJ keeping the policy rate on hold

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 SEPTEMBER 2023

  • The BoJ holds fast, despite persistent inflation challenge
  •  Japan’s national consumer inflation is stubbornly elevated
  • Japan’s manufacturing activity shrank at the fastest rate in seven month
  • Services sector growth decelerates in September

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, September

  • The BoJ holds fast, despite persistent inflation challenge

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 SEPTEMBER 2023

  • Korean exports still fell on a work-day adjusted basis, thanks to weak Chinese demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20 Day Exports, Korea, September

  • Korean exports still fell on a work-day adjusted basis, thanks to weak Chinese demand

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 20 SEPTEMBER 2023: Japanese exports continue to slide

Japanese exports continue to slide, despite semiconductor uptick
Chinese benchmark lending rates on hold this month

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