Pantheon Macroeconomics
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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
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Producer prices extend their decline with broad price falls
China's headline consumer inflation buoyed by holiday travel and spending; underlying trend still weak for both consumer and producer prices
China’s foreign reserves rose in January, likely on the back of export front loading ahead of tariff risks
China's Caixin services activity slows, but sentiment improves
Japanese wages enjoy year-end bonus boost
Caixin PMI holds up better than official index
China's Caixin PMI holds up better than official index
Korean PMI rebounds with underlying export growth in decent shape
China's benchmark lending rates unchanged, as PBoC puts immediate focus on currency stability
China's benchmark lending rates unchanged, as PBoC puts immediate focus on currency stability
China's official GDP hits 2024 target thanks to Q4 stimulus sugar rush, but domestic demand is still lagging output growth
Credit growth propped up by government bond issuance, but sagging long-term corporate loans bode ill for investment
In one line: China's 2024 export value surpasses Covid peak, trade surplus hits record high
In one line: China’s producer price deflation eases further, but overcapacity risks remain.
In one line: China’s core inflation shows a silver lining; Headline CPI nears deflation on falling food prices.
In one line: China’s foreign reserves fell more than consensus in December, thanks to sizable valuation effect.
China's Caixin services PMI rises at year-end, despite sagging export orders and sentiment
In one line: China's industrial profits deteriorate amid insufficient demand and external uncertainty
In one line: China’s manufacturing growth stabilises at best; more stimulus needed for broader growth
In one line: China’s commercial banks kept LPRs unchanged in December.
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,