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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 LPR on hold in January; targeted structural rate cuts unclog credit supply and hopefully induce more loan demand.
In one line: China inflation was firmer in December, but sustained reflation remains challenging
In one line: Diversification keeps China exports float in 2025; December export upticks largely support by ASEAN & BRICS demand
In one line: China’s PPI sees firmer monthly momentum, but sustained reflation remains challenging
In one line: China’s FX reserves rise on currency valuation gains as dollar weakens in December
In one line: China’s manufacturing PMIs edges back into expansion, but sustainability remains in question
In one line: China's manufacturing and non-manufacturing PMIs rebound, but momentum looks fragile
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
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