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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.
Manufacturing output in rude health, though the PMIs provide contrasting readings for new orders
China's PMIs indicate manufacturing output surge, despite mixed demand readings; services activity suffers post-holiday dip
Tokyo inflation slows due to implementation of free high school education and cooling food inflation
The BoJ resists JPY market pressure in keeping the policy rate target range steady
The BoJ holds the policy rate steady; Tokyo consumer inflation cools, thanks to education subsidies
Chinese GDP beats expectations, despite an uneven recovery and looming oversupply issues
The PBoC keeps the MLF rate on hold, despite slowing credit growth
The PBoC keeps the MLF rate on hold, despite slowing credit growth
Disappointing credit data point to undercooked domestic demand, despite fiscal stimulus
Japan's broad wage growth still lacklustre
PMIs point to services sector buoyancy in China and Japan
Chinese manufacturing demand improves after the Lunar New Year holiday
Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend
CHINA+ OUTLOOK
- CHINA’S TWO SESSIONS OFFER ONLY TARGETED STIMULUS
- BOJ EXITS FROM NEGATIVE RATES; NO NEAR-TERM MOVES
- DEMAND FOR HIGH-END CHIPS LIFTS KOREAN EXPORTS
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
China activity - industrial sector powers ahead, despite persistent property drag and retail sales losing steam
Fiscal stimulus likely to drive credit demand after the holiday period
China's action plan for equipment upgrading & consumer goods trade-ins to prop up demand
In one line: China’s manufacturing sector treads water during Lunar New Year
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