China+ Publications
Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 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.
- China’s consumption activity was strong over the Lunar New Year holiday period...
- ...But it is likely to slow again afterwards, repeating the pattern established since the reopening.
- January’s Caixin services PMI activity slowed a tad before the holiday, but expectations improved.
Duncan WrigleyChina+
- China is likely to be restrained in its retaliation to the US tariff hike announced over the weekend.
- A limited trade war is more likely than a near-term grand bargain. Goodwill gestures seem likely.
- The Caixin manufacturing PMI declined in January but held up better than the official gauge.
Duncan WrigleyChina+
In much better shape than the headline suggests
Duncan WrigleyChina+
Caixin PMI holds up better than official index
Duncan WrigleyChina+
China's Caixin PMI holds up better than official index
Korean PMI rebounds with underlying export growth in decent shape
Duncan WrigleyChina+
Tokyo inflation bumps up on mounting food inflation
Duncan WrigleyChina+
Tokyo inflation bumps up on mounting food inflation
Duncan WrigleyChina+
- DeepSeek shows China can make cutting edge AI models, even if the training cost claims are murky.
- Chinese AI firms are likely to trail closely behind cutting-edge US leaders and improve in some ways.
- The PBoC’s asymmetric reaction function means the USD CNY downside is larger than the upside.
Duncan WrigleyChina+
