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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Weekly Monitor Global Kelvin Lam (Senior China+ Economist)
- The Xi-Trump summit is likely to be about optics and relationship building with no major policy breakthrough.
- China enters the talks with stronger leverage, as its trade exposure to US demand has declined sharply.
- Markets should monitor Phase Three trade talks, any Boeing deals, Iran war coordination, Taiwan arms sales.
- A US delegation was already in Beijing last week, paving the way for a likely visit from Mr. Trump this Thursday.
- April’s rebound in FX reserves reflects swings in market risk appetite as the war in Iran continues.
- China’s MoF plans to issue a record level of Dim Sum bonds in Hong Kong to rebalance liquidity offshore.
- President Trump’s mid-May Beijing visit faces risk of another delay amid persistent Middle East tensions.
- China’s relative insulation from the war has supported Beijing’s position in discussing trade terms with the US.
- Japan’s manufacturing is boosted by precautionary front-loading amid supply shocks, while services slow.
