Pantheon Macroeconomics

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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.

14 Apr 2021 More Zoom Booming in Q1 Means a Positive Net Export Contribution

More Zoom Booming in Q1 Means a Positive Net Export Contribution

Freya Beamish (Chief Asia Economist)14th Apr 2021 00:00China+

13 Apr 2021 Increased Household Saving Tendency Likely Continued in March

Increased Household Saving Tendency Likely Continued in March

Freya Beamish (Chief Asia Economist)13th Apr 2021 00:10China+

China+ Datanote: Machine Tool Orders, March, Japan, March 2021

Machine Tool Orders, March, Japan, March 2021

Peter Bennett12th Apr 2021 08:58China+

12 Apr 2021 China's PPI Could Peak Above 10% in the next Few Months

China's PPI Could Peak Above 10% in the next Few Months

Freya Beamish (Chief Asia Economist)12th Apr 2021 00:10China+

CHINA+ DATA WRAP 9.4.21

The March CPI turnaround was broad based but owed a lot to energy. Commodity driven upswing continues in PPI inflation.

Freya Beamish (Chief Asia Economist)9th Apr 2021 13:54China+

9 Apr 2021 China Facilitated the Global Goods Recovery, but that is Now Complete

China Facilitated the Global Goods Recovery, but that is Now Complete

Freya Beamish (Chief Asia Economist)9th Apr 2021 00:00China+

8 Apr 2021 When will China's Services Inflation Begin to Gain Traction

When will China's Services Inflation Begin to Gain Traction

Freya Beamish (Chief Asia Economist)8th Apr 2021 00:00China+

CHINA+ DATA WRAP 6.4.21

Services activity is bottoming out

Freya Beamish (Chief Asia Economist)6th Apr 2021 06:42China+

6 Apr 2021 China's Fiscal Deficit is Close to Pre-crisis Levels, but...

China's Fiscal Deficit is Close to Pre-crisis Levels, but...

Freya Beamish (Chief Asia Economist)6th Apr 2021 00:10China+

CHINA+ DATA WRAP 1.4.21

The March signal from China's Caixin manufacturing gauge likely holds more weight Korean trade data fire a clearer warning shot regarding the March pullback in Chinese...

Miguel Chanco (Senior Asia Economist)1st Apr 2021 08:22China+

1 Apr 2021 Don't put Much Stock in the March Bounce in the Manufacturing PMI

Don't put Much Stock in the March Bounce in the Manufacturing PMI

Freya Beamish (Chief Asia Economist)1st Apr 2021 00:00China+

CHINA+ DATA WRAP 31.3.21

A punchy bounce for the manufacturing index in March, but don't expect the hard data to follow suit. Services are recovering from their early-2021 wobble.

Miguel Chanco (Senior Asia Economist)31st Mar 2021 13:10China+

30 Mar 2021 The PMIs will Bounce in March, but the Hard Data will Pull Back

The PMIs will Bounce in March, but the Hard Data will Pull Back

Freya Beamish (Chief Asia Economist)30th Mar 2021 00:10China+

CHINA+ DATA WRAP 29.3.21

Ignore the crazy growth numbers, the steady recovery in Chinese profits is intact

Peter Bennett29th Mar 2021 10:14China+

29 Mar 2021 Japan's Inflation is Headed for the Target, But the BoJ Won't Care

Tokyo CPI deflation moderated to -0.2% in March, from -0.3% in February. Prices in the capital are published ahead of the national gauge and provide a useful...

Freya Beamish (Chief Asia Economist)29th Mar 2021 00:10China+

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