China+ Documents

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.

cpi inflation

PM Data Note: National CPI, Japan, February

Japan’s headline inflation cools as energy subsidies kick in

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 MARCH 2023: Japan's Inflation Cools on Energy Subsidies

Japan's Inflation Cools on Energy Subsidies

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 MARCH 2023: Chinese Inflation Slows After Holiday Spending

Chinese Inflation Slows, After the Release of Pent-up Demand over the Holiday

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 MARCH 2023: Caixin Services PMI Reaffirms China's Rebound

Caixin Services PMI Reaffirms China's Robust Rebound Going into the NPC
Tokyo inflation slows in February, as government subsidies reduce energy tariffs
Japanese services PMI gains momentum on tourism policy support

Duncan WrigleyChina+

PM Data Note: National CPI Japan January

Japan's CPI Nears Peak, as Mr. Ueda Indicates Short-term Policy Continuity

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 FEBRUARY 2023: Japan's CPI Nears Peak

Japan's CPI Nears Peak, as Mr. Ueda Indicates Short-term Policy Continuity

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 FEBRUARY 2023: China's Inflation Remains Subdued

China's Inflation Remains Subdued as Economic Reopening Begins

Duncan WrigleyChina+

CHINA+ DATA WRAP 27 JANUARY 2023: Tokyo CPI Jump Sharpens the BoJ's Dilemma

Tokyo CPI Jump Sharpens the BoJ's Policy Dilemma

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 JANUARY 2023: Japanese Inflation Rises on Energy Costs

Japanese Inflation Edges Up on Higher Energy Costs

Duncan WrigleyChina+

CHINA+ DATA WRAP 12 JANUARY 2023: China Inflation is Subdued Despite Covid Storm

China Inflation Remains Subdued During Covid Turbulence

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 JANUARY 2023: Tokyo CPI Ticks Up Despite Weak Consumption

Tokyo CPI Ticks Up Despite Weak Consumption Demand

Duncan WrigleyChina+

PM Note: Japan, CPI, November

Japanese Inflation Inches up in November, likely near peak

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 DECEMBER 2022: Japanese Inflation Inches Up

Japanese Inflation Inches up in December, near its peak

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 DECEMBER 2022: China's CPI Flattens Out

China's CPI Flattens Out as Consumption is Hit by Covid

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 NOVEMBER 2022: Tokyo CPI rises on accelerating food prices

Tokyo CPI rises on accelerating food prices

Duncan WrigleyChina+

28 Nov 2022 China+ Monitor Tokyo Inflation Speeds up on Food Price Hikes

Tokyo headline CPI accelerated further in November, on the back of food price rises...

...But the BoJ is likely to view domestic demand as still weak, and so leave monetary policy unchanged.

China’s RRR cut is mainly about funding fiscal policy to cushion growth, as Covid cases surge again.

Duncan WrigleyChina+

PM Note: Japan Flash PMIs November

Japan is caught between rising inflationary pressure and slowing growth

Duncan WrigleyChina+

21 Nov 2022 China+ Monitor Japanese Inflation is Picking up on Higher Import Costs

Japanese headline CPI rose sharply in October, on the back of food price hikes...
...But the BoJ is likely to keep monetary policy loose, expecting core inflation to wane in fiscal year 2023.
The PBoC warned about future inflationary risk in China, as bond markets responded to policy shifts.

Duncan WrigleyChina+