Pantheon Macroeconomics
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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
Please use the filters on the right to search for a specific date or topic.
China's action plan for equipment upgrading & consumer goods trade-ins to prop up demand
In one line: China’s consumer price inflation bounces in February; Upstream industries continue to see disinflationary pressure
In one line: China’s upstream industries continue to see disinflationary pressure.
In one line: China’s consumer price inflation bounces in February, thanks to the timing of the Lunar New Year holiday.
In one line: Investors return to China’s stock markets in February
In one line: China exports to emerging markets rise strongly in Jan-Feb; the jump in the year-to-date headline was due partly to base effects.
Japanese wages pick up, in advance of the Spring union talks
China exports to emerging markets rise strongly in Jan-Feb
Premier Li confirms targeted stimulus only, as China reshapes its growth model; Tokyo inflation rises
In one line: Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous
Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold
Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold
China’s current account surplus fell again in Q4, to just 1.5% of GDP
M1 and credit growth beat expectations, thanks to stimulus
Manufactured goods producer price decline stems partly from industrial spare capacity
China's inflation data point to still-soft domestic demand, after filtering out the holiday noise
Caixin services PMI pointing to slower growth, while output prices are falling.
Japan’s service sector rosier than thought.
China's industrial profits continue to improve in December
The PBOC's RRR cut is to facilitate fiscal stimulus as the main tool for growth support; Governor hints at LPR cut
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