Pantheon Macroeconomics

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China+ Publications

Below is a list of our China+ Publications for the last 6 months. If you are looking for reports older than 6 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.

Datanotes China

CHINA+ DATA WRAP 3 June 2024: Caixin PMI rises; Korean PMI hits two-year high

China's Caixin PMI rises, thanks to robust consumer goods output

Korean manufacturing PMI hits a two-year high

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 May 2024: China's NBS PMIs surprised to the downside

Manufacturing activities flounder in May on weakening domestic and external demand

Non-manufacturing PMI stalls as construction activity slow sharply

Japan’s Tokyo inflation accelerates on the back of expiring energy subsidies

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 May 2024: April's industrial profits show slower recovery

April's industrial profits show slower recovery due to protracted reflation cycle

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 20 May 2024: China's banks held LPR unchanged

China's banks held LPR steady in May; More funding is need to prop up the real estate sector

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: LPR, China, May

China's banks held LPR steady in May; More funding is need to prop up the real estate sector

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 17 May 2024; China activity - retail sales slow

China activity - retail sales slow as industrial output rebounds; likely major property policy announcement due today

Duncan WrigleyChina+

China+ Datanote: MLF Rate, China, May

The PBoC leaves the MLF rate unchanged, despite the April credit data dip

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 May 2024; MLF rate on hold again

The PBoC leaves the MLF rate unchanged, despite the April credit data dip

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 May 2024

Despite tick-up in China CPI, demand is still weak; Producers still battle deflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, April

In one line: Chinese producers still battle deflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money & Credit, China, April

China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand  

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 May 2024: China's exports see only modest improvement

Only modest improvement in China's headline exports; imports rise in anticipation of stimulus impact; Japanese broad wages yet to turn around

Duncan WrigleyChina+

China+ Datanote: Foreign Reserves, China, April

In one line: China’s FX reserves fell sharply in April, thanks to a stronger dollar and a record rise in US yields  

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 28 April 2024

Chinese industrial profits continue to improve in Q1 despite March's slowdown

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Manufacturing PMIs, China, April

Manufacturing output in rude health, though the PMIs provide contrasting readings for new orders

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 April 2024: Manufacturing PMIs point to robust output

China's PMIs indicate manufacturing output surge, despite mixed demand readings; services activity suffers post-holiday dip

Duncan WrigleyChina+

China+ Datanote: LPR, China, April

In one line: China's LPR remains unchanged in April

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,