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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
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In one line: China’s industrial profit recovery stalled as growth driver weaken in October
In one line: China holds fire on LPR cuts amid banking NIM compression
In one line: China's October activity data show broad-based weakness, despite some positivity on the inflation and profits fronts
In one line: China credit growth softens further in October, pointing to ongoing real economy weakness.
In one line: China’s CPI turns positive in October on stronger-than-expected festive demand
In one line: China’s PPI deflation continues to ease in October, with pockets of good news in involuted industries.
In one line: China’s current account surplus widens in Q3 compared to a year ago on record goods exports.
In one line: China’s October FX reserves rise unexpectedly on equity inflows despite dollar strength
In one line: China’s export reversal led by weaker shipments to non-US markets, notably the EU.
In one line: China’s RatingDog PMI slips as export orders fall sharply in October amid renewed US trade tensions
In one line: China’s official non-manufacturing PMI dips below 50 for the first time since Covid reopening
In one line: China’s NBS manufacturing PMI shows mild improvement, but core industries cherished by policymakers weakens in November.
In one line: China’s FX reserves edge higher, supported by portfolio inflows and persistently strong trade surplus.
In one line: China’s industrial profit rebound lacks breadth, with only seven industries show accelerating positive gains.
In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market
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
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