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

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

18 August 2025 China+ Monitor China's domestic demand swoons in the scorching summer heat

  • China’s July activity data point to a worrying slowdown in domestic demand, notably investment.
  • Industrial and services output maintained growth, however, above the 5% target for official GDP growth.
  • More targeted stimulus will be needed in the coming months, especially if and when export growth sinks.
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Keywords for: China+ Documents

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