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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
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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
In one line: China’s TSF data suggest weak demand for loans in the real economy
China's consumer inflation buoyed by seasonal food inflation, rather than demand
Producer deflation extends decline amid oversupply
In one line: China's July exports disappoint market expectations
In one line: China’s foreign reserves rise on positive currency and asset valuation effects
In one line: China's July export growth falls short of expectations amid slowing momentum
Caixin PMI shows shrinking manufacturing activity for the first time in 9 months on extreme weather
In one line: Adverse weather shrinks China’s manufacturing activity; Korea’s WDA export growth slowdown likely temporary
China's official PMIs point to stagnating manufacturing activity
BoJ raises the policy rate ahead of market expectations
China's official PMIs point to stagnating manufacturing activity & slump in construction demand
Politburo calls for incremental policy measures, but no bazooka
In one line: Slight uptick in China's industrial profits driven by better performing upstream sectors
China lowered interest rates and revealed plans to enhance government finances; Korea early trade data propelled by AI-chips demand
In one line: China’s loan prime rates and short-term rates were unexpectedly lowered in July; plans revealed to revive local government finances
The PBoC's surprise MLF rate cut rams home China's re-orientation towards short-term growth support; fiscal policy tweaks
Chinese GDP misses expectations, hit by dull retail sales, despite resilient industrial output
Money growth is buffeted by corporate deposit outflows
In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery
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