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: Japan's manufacturing PMI improves on higher output and weak JPY
In one line: Japan's manufacturing PMI improves on higher output and weak JPY; services activity expands amid higher cost pressure
In one line: Solid Korean 20-day export growth driven by chips demand
In one line: China's LPR remains unchanged in April; Solid Korean 20-day export growth driven by chips demand
In one line: Japan's inflation cools in March; the BoJ to stand pats next week
In one line: Japan's inflation cools in March; the BoJ to stand pats next week
In one line: Japanese exports grow sturdily in March, lifted by strong Chinese demand and a weak yen.
Chinese GDP beats expectations, despite an uneven recovery and looming oversupply issues
Japan's broad wage growth still lacklustre
PMIs point to services sector buoyancy in China and Japan
In one line: Japan’s Tokyo inflation ticks up in March, thanks to a smaller fall in energy prices
Korean exports propelled by resurgent semiconductor shipments
Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend
Modest improvement in still-dull Japanese manufacturing activity reading
Japan's robust services sector contrasts with drab manufacturing activity; Exports still strong, despite headline dip
In one line: The BoJ scraps negative rates and YCC policies in March, hinting at no further tightening unless inflation spikes.
In one line: The BoJ scraps negative rates and YCC policies in March, hinting at no further tightening unless inflation spikes.
China activity - industrial sector powers ahead, despite persistent property drag and retail sales losing steam
PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022
China’s property market rout continues, with prices falling further in February
In one line: China exports to emerging markets rise strongly in Jan-Feb; the jump in the year-to-date headline was due partly to base effects.
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