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
Please use the filters on the right to search for a specific date or topic.
Despite tick-up in China CPI, demand is still weak; Producers still battle deflation
In one line: China’s FX reserves fell sharply in April, thanks to a stronger dollar and a record rise in US yields
Chinese industrial profits continue to improve in Q1 despite March's slowdown
In one line: China's LPR remains unchanged in April; Solid Korean 20-day export growth driven by chips demand
In one line: Producer price deflation deepens further, thanks to excess capacity
In one line: China forex reserves rose more than expected in March, thanks to stronger trade surplus and bond inflows.
In one line: Manufacturing activity expands for the first time in 6 months
China’s industrial profits bounce in February, owing to base effects
In one line: China lending rates unchanged in March as per market consensus
PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022.
PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022
China’s property market rout continues, with prices falling further in February
In one line: China’s consumer price inflation bounces in February; Upstream industries continue to see disinflationary pressure
In one line: China’s upstream industries continue to see disinflationary pressure.
In one line: China’s consumer price inflation bounces in February, thanks to the timing of the Lunar New Year holiday.
In one line: Investors return to China’s stock markets in February
In one line: China exports to emerging markets rise strongly in Jan-Feb; the jump in the year-to-date headline was due partly to base effects.
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,