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.

11 June 2021 Monetary Conditions Finally Look to be Stabilising

The PBoC has had its foot off the brake for most of this year so far, following tightening through the second half of 2020, culminating in its efforts to shake out speculative...

Freya Beamish (Chief Asia Economist)11th Jun 2021 00:00China+

China+ Datanote: Money and Credit, China, May 2021

In one line: Monetary conditions finally are stabilising.

Freya Beamish (Chief Asia Economist)10th Jun 2021 16:11China+

China+ Datanote: PPI, China, May 2021

In one line: PPI inflation will edge higher and stay lofty through H2

Freya Beamish (Chief Asia Economist)9th Jun 2021 16:23China+

CHINA+ DATA WRAP 9.6.21

PPI inflation will edge higher and stay lofty through H2. Swine flu ironically is holding back CPI inflation. Machine tool orders could suggest stockpiling.

Freya Beamish (Chief Asia Economist)9th Jun 2021 16:23China+

9 June 2021 Japan's Q1 GDP Upgrade was a Bit Disappointing Under the Surface

Japan has been a laggard in the vaccine race, with the virus keeping the economy on a weak footing into this quarter and the next.

Freya Beamish (Chief Asia Economist)9th Jun 2021 00:00China+

CHINA+ DATA WRAP 8.6.21

Not the best kind of upgrade

Freya Beamish (Chief Asia Economist)8th Jun 2021 07:34China+

8 June 2021 China is Exposed to a Double Whammy Against Exports

It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.

Freya Beamish (Chief Asia Economist)8th Jun 2021 00:10China+

China+ Datanote: FX Reserves, China, May 2021

In one line: Partly valuation with a bit of FX purchase

Freya Beamish (Chief Asia Economist)7th Jun 2021 13:19China+

CHINA+ DATA WRAP 7.6.21

Chinese exports are losing ground

Freya Beamish (Chief Asia Economist)7th Jun 2021 13:16China+

7 June 2021 Having Your Cake and Eating it as the Household Savings Rate Falls

China is at a critical point in the recovery. The economy is switching lanes from the supply-led, export-supported manufacturing surge to consumer and services drivers.

Freya Beamish (Chief Asia Economist)7th Jun 2021 00:10China+

4 June 2021 Did the U.S. Stimulus Give the Trade Cycle a Final Boost in May

Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy. 

Freya Beamish (Chief Asia Economist)4th Jun 2021 00:00China+

CHINA+ DATA WRAP 3.6.21

A slight softening; price pressure building

Freya Beamish (Chief Asia Economist)3rd Jun 2021 16:02China+

2 June 2021 Bottlenecks are Biting in the North East Asian Supply Chain

China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.

Freya Beamish (Chief Asia Economist)2nd Jun 2021 00:00China+

CHINA+ DATA WRAP 1.6.21

Bottlenecks are restraining Chinese activity. Japan's Q4/Q1 GDP could be in for revisions. Korean exports show trade has slowed but not turned.

Freya Beamish (Chief Asia Economist)1st Jun 2021 14:38China+

1 June 2021 The PMI Suggests PPI Inflation Likely Jumped Again in May

China's official manufacturing PMI was little changed at 51.0 in May, after April's 51.1, with the index remaining oblivious to U.S. stimulus efforts and in recent months.

Freya Beamish (Chief Asia Economist)1st Jun 2021 00:10China+

China+ Datanote: Tokyo CPI, Japan, May 2021

In one line: Stability in the BoJ's target measure belies crosscurrents

Freya Beamish (Chief Asia Economist)28th May 2021 16:18China+

CHINA+ DATA WRAP 28.5.21

Stability in the BoJ's target measure belies crosscurrents.

Freya Beamish (Chief Asia Economist)28th May 2021 16:18China+

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