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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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China's PMIs indicate manufacturing output surge, despite mixed demand readings; services activity suffers post-holiday dip
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
In one line: Japan's manufacturing PMI improves on higher output and weak JPY; services activity expands amid higher cost pressure
PMIs point to services sector buoyancy in China and Japan
PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022.
Premier Li confirms targeted stimulus only, as China reshapes its growth model; Tokyo inflation rises
BoK on hold, but hinting at future easing; Japan's flash PMIs indicate continued sluggishness
Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold
Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold
Caixin services PMI pointing to slower growth, while output prices are falling.
Japan’s service sector rosier than thought.
Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity
The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round
The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round
The PBoC keeps the MLF rate on hold, gauging the impact of other easing measures
The PBoC keeps the MLF rate on hold
The BoK keeps rates unchanged, hinting at easing
BoK keeps policy rate on hold, hinting at easing
Japan's Services PMI Reports Higher Domestic Demand in December
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