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
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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.
Caixin index lifted by capital goods output and intermediate product exports
Caixin PMI still relatively strong
Korean manufacturers buoyed by new product launches, high-end chip exports
Japan PMI still weak
Manufacturing production steams ahead of new orders, as firms restock in anticipation of higher sales
Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity
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
Still sluggish, hit by waning demand
Korean exports stutter in January; China's LPR is kept on hold
Chinese GDP slowed q/q, hit by fading property and consumption spending
The PBoC keeps the MLF rate on hold, gauging the impact of other easing measures
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