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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.

Tokyo CPI

CHINA+ DATA WRAP 8 February 2024: China's inflation data point to soft demand

China's inflation data point to still-soft domestic demand, after filtering out the holiday noise

Duncan WrigleyChina+

CHINA+ DATA WRAP 26 JANUARY 2024

Japan's Tokyo CPI Surprised on the Downside, Coming in Lowest in 22 Months

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, December

Japanese inflation continues slowing trend; the BoJ should stay put next week

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 JANUARY 2024: Japanese inflation slowed in December

Japanese inflation continues slowing trend; the BoJ should stay put

Duncan WrigleyChina+

CHINA+ DATA WRAP 12 JANUARY 2024: China's price data indicate still-weak demand

China's price data indicate still-weak domestic demand
Exports lifted by new markets, autos

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 JANUARY 2024: Tokyo inflation slows further

Cooling Tokyo inflation now basically in line with BoJ target

Duncan WrigleyChina+

China+ Datanote: National CPI, Japan, November

Japan’s inflation slows in November, thanks to easing food and core prices

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 DECEMBER 2023

Japan National CPI slows sharply in November as cost-push factors ease

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 11 DECEMBER 2023: Core inflation steady, despite headline fall

Core inflation indicates steady if sluggish demand, despite worsening headline figure
Worsening decline in producer prices is symptomatic of excess supply

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 DECEMBER 2023: Tokyo CPI nears BoJ target rate

Tokyo core inflation excluding fresh food is nearing the BoJ target rate
Japan's services PMI indicates slowing growth
China’s Caixin services PMI ticked up

Duncan WrigleyChina+

China+ Datanote: National CPI, Japan, October

Japan’s headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 24 NOVEMBER 2023

Japan’s headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation

Japanese manufacturing activity is hit by fading demand and production

Services activity is holding up, despite sagging new export orders

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 9 NOVEMBER 2023

  • China resumes consumer price deflation in October and is dragged down by food and core prices 
  • Producer prices fall at a faster pace, thanks to volatility in global energy and commodity prices

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 20 October 2023

  • No change to the LPR rate as the PBoC monitors the impact of earlier targeted support
  • Japan’s inflation falls to the lowest in 12 months, driven by slower core and energy inflation

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 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+ DATA WRAP 11 SEPTEMBER 2023

  • China consumer prices grow again in August, thanks to a smaller drag from energy prices
  • Producer price deflation pressure eases, broadly in line with consensus

Kelvin Lam (Senior China+ Economist)China+

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