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
Please use the filters on the right to search for a specific date or topic.
China’s industrial profits bounce in February, owing to base effects
In one line: China lending rates unchanged in March as per market consensus
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
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.
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
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
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