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.

Daily Monitor Datanotes Duncan Wrigley

21 November 2023 China+ Monitor China Holds Lending Rates Steady, Relying Instead on Fiscal Support

  • China’s benchmark lending rates were unchanged in November, in line with the MLF rate last week.
  • Policymakers are seemingly using fiscal stimulus to stabilise growth, thus allowing confidence to rebuild.
  • Monetary policy will probably continue to play an accommodative role—behind fiscal policy—in 2024.

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, November

  • China's lending rates on hold as fiscal policy takes the leading role

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 NOVEMBER 2023: Lending rates on hold

  • China's lending rates on hold as fiscal policy takes the leading role

Duncan WrigleyChina+

16 November 2023 China+ Monitor China's Recovery Making Painfully Slow Progress

  • China’s domestic demand rose at a sluggish pace in October, while production grew faster.
  • Upticks in retail sales of autos and mobile phones are bright spots.
  • The PBoC injected RMB600B of MLF funds yesterday, enabling government-bond issuance.

Duncan WrigleyChina+

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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,