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
Please use the filters on the right to search for a specific date or topic.
Policy-supported sectors outperform as industrial profits continue to decline
China's GDP rebound stronger than expected
Industrial output boosted by unblocking of supply chains
Consumption continues to struggle under zero-Covid policy
Property drags down fixed asset investment
Home prices fall more quickly in existing home market
China trade balance remains large despite slowing export growth
Japan flash manufacturing PMI points to a gloomy outlook
Food again pushes consumer price inflation higher
More falls to come for PPI
In one line: The liquidity trap hasn't eased yet
Zero-Covid strikes again
The steady drip, drip, drip of leaks
Japan’s post-Covid bounce continues
Yen weakness makes itself felt in core inflation
Korean factory output fell further in September
Headwinds build for Japanese manufacturing
Factory activity softened further as Q3 drew to a close
The SOE-private sector divide widens in manufacturing
Zero-Covid weighs on the services sector once more
Bad weather weighs on domestic manufacturing
Services recover as Covid recedes
In one line: A long pause for monetary policy, but thinking on the yen is shifting
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