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 FAI Duncan Wrigley

China+ Datanote: Official Manufacturing PMI, China, January

Manufacturing production steams ahead of new orders, as firms restock in anticipation of higher sales

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 JANUARY 2024: official PMIs indicate restocking

Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity

Duncan WrigleyChina+

China+ Datanote: RRR Cut, China, January

The PBOC's RRR cut is to facilitate fiscal stimulus as the main tool for growth support; Governor hints at LPR cut

Duncan WrigleyChina+

January 2024 - China+ Chartbook

  • - CHINA WILL STAY THE COURSE, DESPITE SLOWING GROWTH
  • - BOJ IS LASER-FOCUSED ON WAGE NEGOTIATIONS
  • - KOREAN EXPORTS SHOULD BENEFIT FROM CHIP UPCYCLE

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 JANUARY 2024: Korean exports stutter

Korean exports stutter in January; China's LPR is kept on hold

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 JANUARY 2024: Chinese GDP slowed q/q in Q4

Chinese GDP slowed q/q, hit by fading property and consumption spending

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, January

The PBoC keeps the MLF rate on hold, gauging the impact of other easing measures

Duncan WrigleyChina+

China+ Datanote: PPI, China, December

Manufactured goods producer price decline is continuing unabated

Duncan WrigleyChina+

CHINA+ DATA WRAP 12 JANUARY 2024: China's price data indicate still-weak demand

China's price data indicate still-weak domestic demand
Exports lifted by new markets, autos

Duncan WrigleyChina+

CHINA+ DATA WRAP 8 JANUARY 2024: Reserves rise thanks to narrowing yield gap

China's foreign reserves rise, thanks to a narrowing yield gap

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 JANUARY 2024; Caixin services PMI; Japan final mfg PMI

Caixin services PMI offers glimmers of hope

Japanese manufacturing activity is struggling

Duncan WrigleyChina+

December 2023 - China+ Chartbook

  • - CHINA PRIORITISES RESTRUCTURING OVER GROWTH
  • - FALLING INFLATION SHOULD DELAY BOJ TIGHTENING
  • - BOK WORRIED ABOUT HIGH HOUSEHOLD DEBT

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 DECEMBER 2023: China remains at a low ebb

China's economy treads water in November; steeper existing home price fall points to market clearing
Japanese manufacturing activity weakens but services rise

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, November

  • China’s ebbing money growth is a symptom of soggy credit demand

Duncan WrigleyChina+

China+ Datanote: PPI, China, November

Worsening decline in producer prices is symptomatic of excess supply, amid weak demand at home and abroad

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 DECEMBER 2023: Core inflation steady, despite headline fall

Core inflation indicates steady if sluggish demand, despite worsening headline figure
Worsening decline in producer prices is symptomatic of excess supply

Duncan WrigleyChina+

CHINA+ DATA WRAP 7 DECEMBER 2023: Chinese exports have bottomed out

China's exports have bottomed out but are set for a weak recovery

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 DECEMBER 2023: Tokyo CPI nears BoJ target rate

Tokyo core inflation excluding fresh food is nearing the BoJ target rate
Japan's services PMI indicates slowing growth
China’s Caixin services PMI ticked up

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, November

The erratic Caixin PMI is more optimistic than the official gauge 

Duncan WrigleyChina+

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Keywords for: China+ Documents

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