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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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In one line: China’s non-manufacturing growth stalls in November as construction weighs on activity.
In one line: China’s stimulus continues to give manufacturing activity a modest lift amid looming geopolitical uncertainty
In one line: China's credit growth slows to historic lows amid muted household and business loan demand
China's deflation risks persist in October, but there is a silver lining
In one line: China’s headline producer deflation masks stimulus-driven price upticks in construction materials
In one line: China’s CPI near deflation weighed down by volatile items; uptick in services inflation
In one line: China’s Q3 current account surplus widens; inward FDI remains negative for second consecutive quarter
In one line: One month’s data can be misleading; China's quarterly export growth has, in fact, decelerated.
In one line: China’s foreign reserves drop in October amid dollar strength and outflow pressures.
Caixin services PMI slows a notch
PMI buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025
China Caixin and Korean manufacturing PMIs buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025
China's industrial profits extend their decline, hit by producer price deflation
China's MLF rate left on hold; more liquidity support needed to fund debt-swap bond issuance
China’s benchmark lending rates are steady this month, as regulators gauge the effect of September’s cuts
China's LPRs on hold as regulators judge impact of earlier easing
Japan's export growth picks up modestly
Trade-in subsidies lift retail sales of autos and consumer goods
Residential sales stabilise
Manufacturing output making steady progress
China's RMB10T debt-swap plan isn't the last word in addressing its malaise
In one line: China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,