Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

3 Aug 2021 China's Manufacturing Underperformance Continues

China's weak July PMIs play into a wider story of underperformance in trade and manufacturing. The official and Caixin reports are at odds on prices, but we...

Freya Beamish (Chief Asia Economist)China+

CHINA+ DATA WRAP 2.8.21

Broad weakness for manufacturing; PPI inflation still hot

sogorski hannahChina+

China+ Datanote: Official and Caixin PMIs, July, China

In one line: Broad weakness for manufacturing; PPI inflation still hot

sogorski hannahChina+

2 Aug 2021 Underlying Chinese Inflation is More Progressed than in DMs

China's PPI inflation is at or near its peak, and CPI inflation remains relatively tame... ... But underlying inflationary pressure is more ad- vanced in China,...

Freya Beamish (Chief Asia Economist)China+

29 July 2021 The PMIs Should Offer Some Signs of Stabilisation this Month

Q2 CPI inflation exceeded the MPC's one-quarter ahead forecast by the most for 13 years... ...But only two members have implied they will vote to end QE; pushback from the...

Freya Beamish (Chief Asia Economist)China+

CHINA+ DATA WRAP 26.7.21

A modest but broad-based slowdown

Peter BennettChina+

26 July 2021 Savings Data Suggest Households are Loosening the Purse Strings

Our analysis reveals that GDP growth in the first half may have been significantly stronger than billed. In particular, the household savings rate dropped sharply, back to...

Freya Beamish (Chief Asia Economist)China+

23 July 2021 PBoC RRR Cut versus Fed Taper is a False Dichotomy

From all the PBoC's vast toolbox, the most important thing right now is the clues to be gleaned over intentions on rates from open market operations.

Freya Beamish (Chief Asia Economist)China+

July 2021 - China+ Chartbook

China Enters A Mid-Year Limbo...Japan's 2021 Is Squandered...Korean Export Trends Are Softening

Freya Beamish (Chief Asia Economist)China+

China+ Datanote: CPI, June, Japan 2021

In one line: Food prices drive exit from outright deflation.

Freya Beamish (Chief Asia Economist)China+

CHINA+ DATA WRAP 20.7.21

PBoC goes back to regular programming. Japan exits outright deflation, thanks largely to food prices.

Freya Beamish (Chief Asia Economist)China+

19 July 2021 BoJ Playing it Down, but Green Fund Provisioning is Significant

Governor Kuroda was managing expectations about the new green fund-provisioning scheme in the press conference. 

Freya Beamish (Chief Asia Economist)China+

China+ Datanote: BoJ Press Conference, July 2021

In one line: Mr. Kuroda is playing the baby steps card; but it's baby steps toward something significant

Freya Beamish (Chief Asia Economist)China+

China+ Datanote: BoJ Decision, July 2021

In one line: Details of the new green fund-provisioning scheme leaves scope for it to become a major operation.

Freya Beamish (Chief Asia Economist)China+

CHINA+ DATA WRAP 16.7.21

Details of the new green fund-provisioning scheme leaves scope for it to become a major operation.

Freya Beamish (Chief Asia Economist)China+

16 July 2021 Data are Conflicting, but we Think China's Growth Slowed in Q2

Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.

Freya Beamish (Chief Asia Economist)China+

China+ Datanote: PBoC MLF Injection; BoK Decision, July 2021

In one line: The PBoC's smaller MLF injection confirms that the RRR cut was not an easing

Freya Beamish (Chief Asia Economist)China+

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

Filter by Date

  Quick Tag Filters

Consistently Right

Access Key Enabled Navigation

Keywords for: China+ Documents

China+ Document Vault,