Pantheon Macroeconomics

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China+ Publications

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, or contact your account rep

Please use the filters on the right to search for a specific date or topic.


CHINA+ DATA WRAP 20 SEPTEMBER 2022: Japanese inflation hits an eight-year high

Still no change expected from the BoJ, despite another jump in inflation

Lending rates left on hold in China

Craig BothamChina+

19 Sept 2022 China+ Monitor Better Late than Never for China's Reopening Bounce

  • Chinese economic data for August surprised to the upside, compensating for a poor July.
  • Some of the strength is genuine, thanks to stimulus efforts, but base effects played a role.
  • Most of the tailwinds are unlikely to last more than a month, so we expect slower growth in September.

Craig BothamChina+

CHINA+ DATA WRAP 16 SEPTEMBER 2022: Stimulus and base effects boosted China's economy in August

Demand for energy during a heatwave props up industrial output

Strong, but fragile, consumption

Government spending finally lifts FAI

Still no bottom for property

Craig BothamChina+

CHINA+ DATA WRAP 15 SEPTEMBER 2022: Japanese exports were worse than they looked in August

Japanese exports were worse than they looked in August

The PBoC withdraws liquidity again

Craig BothamChina+

PM Datanote: Money and Credit, China, August

In one line: No sign of China's liquidity trap easing up

Craig BothamChina+

CHINA+ DATA WRAP 9 SEPTEMBER 2022: Chinese inflation misses expectations, as demand slows

No signs of inflationary pressure in August

Deflation starts to rear its head once more

Craig BothamChina+

PM Datanote: FX Reserves, China, August

In one line: Pressure builds on the renminbi

Craig BothamChina+

CHINA+ DATA WRAP 1 SEPTEMBER 2022: Korea confirms the growing weakness of global demand

Korean export growth is even worse than it looks

Korea’s PMI points to a continued slowdown

China adds to the general sense of gloom

A loss of momentum for Japan 

Craig BothamChina+

CHINA+ DATA WRAP 31 AUGUST 2022: China's economy continues to struggle

Chinese manufacturing starts to settle at a lower level as the reopening distortion fades

Zero-Covid drags on services, and the infrastructure boost is already fading

Craig BothamChina+

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Keywords for: China+ Documents

China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence