Pantheon Macroeconomics

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China+ Publications

Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep

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Daily Monitor Datanotes Duncan Wrigley

China+ Datanote: Loan Prime Rates, China, August

In one line: China's LPRs on hold, despite July's weakening demand data

CHINA+ DATA WRAP 20 August 2025: China's LPRs on hold

China's LPRs on hold, despite weakening demand data

20 August 2025 China+ Monitor China likely to go slow on policy support, amid trade risks

  • The PBoC on Monday gave no hint of imminent easing, despite July’s underwhelming activity data.
  • China is likely to go slow on further policy support, so it has options if trade talks with the US hit a wall.
  • The property market is worsening again, putting developer finances under pressure.

China+ Datanote: Money & Credit, July, China

In one line: lacklustre broad credit growth, excluding government bonds

CHINA+ DATA WRAP 15 August 2025: China's investment and retail sales ebb

In one line: China's weakening investment and retail sales data raise worries for H2 demand outlook

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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,