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.

13 May 2021 Fiscal Hawkishness is Tightening Monetary Conditions

Fiscal Hawkishness is Tightening Monetary Conditions

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

12 May 2021 Are Chinese Firms Running out of Cash to Support Commodities

Are Chinese Firms Running out of Cash to Support Commodities

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

CHINA+ DATA WRAP 11.5.21

Commodities prices leading the way. CPI services inflation is starting to recover.

Freya Beamish (Chief Asia Economist)11th May 2021 15:12China+

10 May 2021 Exports are Softening, but a More Serious Correction is in the Cards

Exports are Softening, but a More Serious Correction is in the Cards

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

CHINA+ DATA WRAP 7.5.21

Trade's day of reckoning is in its infancy. Services power ahead.

Freya Beamish (Chief Asia Economist)7th May 2021 17:33China+

7 May 2021 CPI Inflation will Soon Point to Higher Yields, But not Yet

CPI Inflation will Soon Point to Higher Yields, But not Yet

Freya Beamish (Chief Asia Economist)7th May 2021 00:00China+

6 May 2021 The PBoC's Digital Yuan is Just Another Way of Keeping Control

The PBoC's Digital Yuan is Just Another Way of Keeping Control

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

CHINA+ DATA WRAP 30.4.21

PMIs hint that larger firms could meet U.S. stimulus demand with inventory. Non-manufacturing PMI dragged down by construction.

Freya Beamish (Chief Asia Economist)30th Apr 2021 14:51China+

28 Apr 2021 Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Freya Beamish (Chief Asia Economist)28th Apr 2021 00:00China+

CHINA+ DATA WRAP 27.4.21

Fiscal 2021 inflation downgrade is partly due to mobile phone charge reweighting. Chinese profits are accelerating at the margin.

Freya Beamish (Chief Asia Economist)27th Apr 2021 16:12China+

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