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.

China

CHINA+ DATA WRAP 20 September 2024: BoJ holds steady

BoJ holds steady as Japan's national inflation rises modestly
China's LPRs unchanged

Duncan WrigleyChina+

September 2024 - China+ Chartbook

  • -CHINA TOUGHING IT OUT, HELPED BY RESILIENT EXPORTS
  • - BOJ INSISTS ON ITS READINESS TO RAISE RATES
  • - BOK COULD DELAY RATE CUT, ON HOUSING DEBT WORRIES

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 15 September 2024: Activity losing steam

Domestic demand fades in August, with fiscal policy slow to gain traction

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, August

Government bond surge props up broad credit growth

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 September 2024

In one line: China's exports buoyed by strong BRICS and EU demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, August

In one line: China's exports buoyed by strong BRICS and EU demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: FX Reserves, China, July

In one line: China’s foreign reserves climb in August amid weakening dollar and falling treasury yields

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, August

The upcoming seasonal rebound in construction activity won’t decisively turn around falling producer prices 

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 September 2024: China's core consumer inflation slowed

China's slowing core consumer inflation indicates weak demand
Producer deflation steepens as construction activity splutters

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 September 2024: Severe competition drives services price cuts

Severe competition drives services price cuts in China, despite resilient demand

Duncan WrigleyChina+

China+ Datanote: Caixin manufacturing PMI, China, August

Caixin headline manufacturing index makes only minor revival, dragged by sinking new export orders 

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 September 2024:Caixin manufacturing index still at low level

Caixin manufacturing index still at low level, despite modest uptick
Korea's manufacturing index robust, but export orders slip

Duncan WrigleyChina+

China+ Datanote: Official Non-Mfg PMI, China, August

In one line: China’s services sector rebounds after July’s bad weather, while construction index continues to dive.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Mfg PMI, China, August

In one line: China's manufacturing sector hit by rapidly weakening demand in August

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 August 2024

Stagnant profit growth amid China's sluggish demand and ample capacity

China’s MLF rate was unchanged as expected

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: MLF, China, August

In one line: China’s MLF rate was unchanged as expected

Kelvin Lam (Senior China+ Economist)China+

August 2024 - China+ Chartbook

  • - CHINA’S WEAK DOMESTIC DEMAND JUSTIFIES MORE STIMULUS
  • - JAPAN’S Q2 GDP EVIDENCES A WAGE-PRICE SPIRAL
  • - BOK TO CUT IN OCT AS BASE CASE; NOV CUT A POSSIBILITY

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: LPR, China, August

In one line: China’s loan prime rates unchanged in August as banking NIM at record low

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 20 August 2024

China’s LPRs unchanged in August as banking NIM at record low

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 15 August 2024

Slowing industrial production highlights China’s slumping property sector and rising trade frictions 

China’s retail sales rebound in July, but weak consumer confidence and property woes weigh on growth

Fixed investment falters amid infrastructure slowdown and weak private investment  

China’s property sales activity and price growth remain weak

PBoC shifts to new monetary framework: MLF operations to be carried out on 25th of every month

Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks

Kelvin Lam (Senior China+ Economist)China+

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