Pantheon Macroeconomics
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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
Please use the filters on the right to search for a specific date or topic.
In one line: China's LPRs on hold, despite July's weakening demand data
China's LPRs on hold, despite weakening demand data
In one line: lacklustre broad credit growth, excluding government bonds
In one line: China's weakening investment and retail sales data raise worries for H2 demand outlook
In one line: Buoyant Caixin services PMI points to pockets of strength, such as tourism
Caixin PMI reports falling export orders
Korean exports hold up thanks to front-loading, but domestic demand sags
China's steadyish Q2 real GDP growth boosted by intensifying deflation; nominal growth lowest since Q4 2022
China's worsening producer deflation mainly due to bad weather
Low core consumer inflation reflects weak demand
China's Caixin PMI, Korea's PMI and Japan's Tankan point to manufacturers' measured relief at easing trade tensions
China's Official PMIs point to improving manufacturing and construction activity, but weak jobs market
Tokyo inflation cools thanks to energy subsidies restart
China's industrial profits hit by slower investment income and weak demand
China's investment and industrial output data point to slowing growth, despite the bright retail sales reading
Producer deflation slammed by weakening international energy prices, weather-hit construction activity
China's CPI still in mild deflation, while producer deflation worsens due to weak global oil prices
Core inflation ticks up after removal of energy subsidies
China to stick to targeted easing, despite broad cooling in April activity growth
Caixin services PMI points to business jitters over tariff worries
Manufacturing activity bashed by tariff war
Manufacturing activity bashed by tariff war
Non-manufacturing activity slows
China’s Q1 GDP growth was boosted by demand stimulus and export front-loading pre-tariff turmoil
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,