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
Please use the filters on the right to search for a specific date or topic.
Weekly Monitor Global
- China’s January total social financing growth was propped up by strong government-bond issuance.
- But slowing long-term household loans and developer sales mean more property support is needed.
- The PBoC is probably saving big moves such as rate or RRR cuts to mitigate likely escalating trade tensions.
Duncan WrigleyChina+
- BoJ officials continue to indicate their readiness to keep raising rates, despite trade tension worries.
- January Tokyo consumer inflation jumped to the highest since April 2023, because of food inflation.
- Real consumption spending also rose in January, but mainly due to spending on necessities.
Duncan WrigleyChina+
- DeepSeek shows China can make cutting edge AI models, even if the training cost claims are murky.
- Chinese AI firms are likely to trail closely behind cutting-edge US leaders and improve in some ways.
- The PBoC’s asymmetric reaction function means the USD CNY downside is larger than the upside.
Duncan WrigleyChina+
