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Below is a list of our 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.
Chinese GDP beats expectations, despite an uneven recovery and looming oversupply issues
In one line: A big decline, and risks are tilted towards a slide in the core in April
In one line: Slowly rebounding.
In one line: Slowly rebounding.
In one line: Next couple of months’ data will be more noise than signal.
In one line: Next couple of months’ data will be more noise than signal.
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
In one line: The core is on track for sub-2%, despite sticky services inflation.
In one line: The core is sticky, but will fall back soon; beware an incoming rebound in food inflation.
In one line: One for the hawks; slowdown easing quicker than previously thought and price intentions rise.
In one line: One for the hawks; slowdown easing quicker than previously thought and price intentions rise.
In one line: Pegged back by a plunge in food inflation; the core HICP likely fell.
In one line: Inflation fell further, but less than we anticipated; January spending was resilient to plunge in auto sales.
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