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.
- No change to the LPR rate as the PBoC monitors the impact of earlier targeted support
- Japan’s inflation falls to the lowest in 12 months, driven by slower core and energy inflation
Duncan WrigleyChina+
- China’s policymakers seem satisfied with the results of their targeted stimulus so far...
- ...Allowing the PBoC to focus on targeted rate cuts, while leaving the LPR unchanged this month.
- The BoK is likely to keep rates on hold in Q4, as it faces greater risks to both inflation and growth.
Duncan WrigleyChina+
- China’s headline consumer inflation flat-lined in September, but this is deceptive...
- ...Core inflation is plodding along at a reasonable clip, in line with the modest consumer recovery.
- Producer price deflation has bottomed out, lifted by higher energy prices and industrial demand.
Duncan WrigleyChina+
- The BoK holds fast
- Japanese exports rebound
- Chinese home price fall continues
Duncan WrigleyChina+
- Chinese GDP beats market expectations, thanks to targeted stimulus and reviving household spending
Duncan WrigleyChina+
- China’s Q3 GDP growth ticked up q/q, thanks to targeted stimulus and household spending...
- ...Despite severe headwinds from the struggling property sector and declining exports.
- Policymakers will stick to focused support, in light of these results; don’t expect a mega-stimulus.
Duncan WrigleyChina+
- The PBoC keeps the MLF rate on hold for now; a cut is likely by year-end
Duncan WrigleyChina+
- Producer price deflation abates, as International energy and materials prices warm up
Duncan WrigleyChina+
- China's dull consumer inflation reflects a gentle demand recovery
Duncan WrigleyChina+
- Rapid local-government bond issuance supported China’s credit growth in September.
- Net household loans jumped, largely thanks to reduced existing-mortgage repayments.
- Targeted stimulus is doing enough to stabilise growth, making a switch to mega-stimulus unlikely.
Duncan WrigleyChina+
