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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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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
In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery
China’s producer deflation persistent, despite misleading improvement in headline
Foreign reserves hit by currency valuation effects and equity market outflows
China's Caixin services activity index slows during tourism off-season
Mixed picture for China's manufacturers
Mixed picture for China's manufacturers
Japanese and Korean firms hit by mounting import costs
Korean exports lifted by AI-chip demand
Industrial profits hit by rising costs and dull demand
In one line: China’s loan prime rates left unchanged in June amid record low NIMs for banks
China’s loan prime rates left unchanged in June amid record low NIMs for banks
China activity bolstered by equipment upgrade and home appliance trade-in policies, despite weak property and auto sales
Government bond issuance props up credit creation, as M1 takes a dive
In one line: China's CPI print points to sluggish domestic demand; Producer price reflation hastens in May
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