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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
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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...
In one line: Broad weakness for manufacturing; PPI inflation still hot
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,...
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...
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...
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.
China Enters A Mid-Year Limbo...Japan's 2021 Is Squandered...Korean Export Trends Are Softening
In one line: Breaking out of their recent rut?
In one line: Food prices drive exit from outright deflation.
PBoC goes back to regular programming. Japan exits outright deflation, thanks largely to food prices.
Governor Kuroda was managing expectations about the new green fund-provisioning scheme in the press conference.
In one line: Mr. Kuroda is playing the baby steps card; but it's baby steps toward something significant
In one line: Details of the new green fund-provisioning scheme leaves scope for it to become a major operation.
Details of the new green fund-provisioning scheme leaves scope for it to become a major operation.
Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
In one line: The PBoC's smaller MLF injection confirms that the RRR cut was not an easing
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