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 info@pantheonmacro.com, or contact your account rep

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

China

China+ Datanote: Exports, China, May

In one line: China's monthly exports rebounded in May, thanks to tariff reprieve.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, May

In one line: China’s FX reserves rise modestly as bond revaluation offsets inflows

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Services PMI, China, May

In one line : China's services activity ticks up, but deflationary pressure still lurking in the background.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, May

Producer deflation slammed by weakening international energy prices, weather-hit construction activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 June 2025: China's CPI still in mild deflation

China's CPI still in mild deflation, while producer deflation worsens due to weak global oil prices

Duncan WrigleyChina+

China+ Datanote: Official Non-Manufacturing PMI, China, May

In one line: Golden Week boosts May's services activity in China, but overall non-manufacturing weighed down by weak resi-construction

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Manufacturing PMI, China, May

In one line: China's manufacturing activity shrinks at a slower pace in May due to US tariff reprieve

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Industrial Profits, China, April

In one line: China’s April profit growth masks uneven recovery beneath; Trade uncertainty clouds outlook 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, April

Core inflation ticks up after removal of energy subsidies

Duncan WrigleyChina+

May 2025 - China+ Chartbook

- CHINA MORE RESPONSIVE TO FALTERING GROWTH THIS YEAR
- JAPAN’S STUMBLING GROWTH A REASON FOR BOJ CAUTION
- BOK SET TO RESUME RATE CUTS IN MAY

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 19 May 2025: Broad cooling in China's April activity growth

China to stick to targeted easing, despite broad cooling in April activity growth

Duncan WrigleyChina+

CHINA+ DATA WRAP 6 May 2025: Caixin services PMI points to business jitters

 Caixin services PMI points to business jitters over tariff worries

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 April 2025: Manufacturing activity bashed by tariff war

Manufacturing activity bashed by tariff war
Non-manufacturing activity slows

Duncan WrigleyChina+

April 2025 - China+ Chartbook

  • - CHINA DIGS IN AGAINST US TARIFF BARRAGE
  • - JAPAN FACES STAGFLATION RISK; BOJ TO STAND PAT IN 2025
  • - BOK LIKELY TO RESUME RATE CUTS IN MAY

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 16 April 2025: China's Q1 GDP boosted by lingering stimulus

China’s Q1 GDP growth was boosted by demand stimulus and export front-loading pre-tariff turmoil

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, March

Government bond issuance still taking centre stage, with modest uptick in household loans 

Duncan WrigleyChina+

CHINA+ DATA WRAP 7 April 2025: China's reserves ex valuation effects fell

China's foreign reserves excluding valuation effects fell
Japan's real wage decline hurts consumption

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 April 2025: China's response to US tariff hike

China likely to step up fiscal and monetary policy support, allow weaker RMB, in response to hefty US tariff hike; 
Caixin services activity rises

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, March

China's manufacturing PMI nudges up, but sentiment ebbs

Duncan WrigleyChina+

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Keywords for: China+ Documents

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