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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Duncan Wrigley

5 January 2026 China+ Monitor China's rosier December PMIs reflect mainly short-term factors

  • China’s manufacturing PMIs ended the year on a positive note, but thanks to short-term effects.
  • The construction PMI rose to its highest since March, but due to mild winter weather rather than stimulus.
  • Policymakers will monitor the quasi-fiscal investment stimulus, while making only minor policy tweaks.
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Keywords for: China+ Documents

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