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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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PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022.
PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022
China’s property market rout continues, with prices falling further in February
Fiscal stimulus likely to drive credit demand after the holiday period
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: Korean PMI reports softer expansion in manufacturing activities
In one line: China’s manufacturing sector treads water during Lunar New Year
China’s manufacturing sector treads water during Lunar New Year
Holiday spending buoys China’s services activity
Japanese manufacturing still struggling
Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous
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
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