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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: Valuation effects lift China’s FX reserves in August; expect them to drive reserves higher in H2
In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength
In one line: China’s producer prices continue to fall amid involution and weak demand
In one line: China’s CPI stays flat in July as disinflation pressure lingers on weak demand
In one line: China’s FX reserves dip on stronger dollar and bond loses in July.
In one line: China’s monthly export momentum fades in July; pharma shipments surged while rare-earth exports rebound.
In one line: NBS non-manufacturing PMI dragged down by construction activity in July.
In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead
In one line: China’s industrial profits slid further in June, weighed down by oversupply, weak demand and excessive competition.
In one line: China keeps LPR unchanged, further easing expected in the second half of 2025
In one line: Better external sector performance likely to support Q2 GDP due tomorrow.
In one line: China’s FX reserves rebounded in June on currency and bond revaluation gains.
In one line: China’s current account balance holds up in Q1, but deterioration likely in Q2.
In one line: China's commercial banks hold benchmark lending rates steady in June
In one line: China's monthly exports rebounded in May, thanks to tariff reprieve.
In one line: China’s FX reserves rise modestly as bond revaluation offsets inflows
In one line : China's services activity ticks up, but deflationary pressure still lurking in the background.
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