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+ DATA WRAP 27 MARCH 2023: Chinese Industrial Profits Crater in Jan/Feb

Chinese Industrial Profits Crater in January/February

Duncan WrigleyChina+

PM Data Note: PBoC Policy Decision, China, March

  • China Keeps Lending Rates on Hold, Monitoring the Recovery

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 MARCH 2023: China Keeps Lending Rates on Hold

China Keeps Lending Rates on Hold, Monitoring the Recovery

Duncan WrigleyChina+

CHINA+ DATA WRAP 16 MARCH 2023: Chinese Home Prices Rise

Chinese Home Price Uptick Signals the Start of a Gradual Recovery

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 MARCH 2023: China's FAI Growth Beats Expectations

China's FAI Growth Beats Expectations as Local Governments Front-load Support

Duncan WrigleyChina+

PM Data Note: Money and Credit China February

  • Credit acceleration reflects front-loaded policy support

Duncan WrigleyChina+

PM Data Note: PPI, China, February

  • Chinese PPI extends decline, with signs pointing towards a moderate demand rebound

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 MARCH 2023: Chinese Inflation Slows After Holiday Spending

Chinese Inflation Slows, After the Release of Pent-up Demand over the Holiday

Duncan WrigleyChina+

CHINA+ DATA WRAP 7 MARCH 2023: China's Exports Continue their Decline

China's Exports Continue their Decline in the First Two Months

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 MARCH 2023: Caixin Services PMI Reaffirms China's Rebound

Caixin Services PMI Reaffirms China's Robust Rebound Going into the NPC
Tokyo inflation slows in February, as government subsidies reduce energy tariffs
Japanese services PMI gains momentum on tourism policy support 

Duncan WrigleyChina+

March 2023 - China+ Chartbook

  • China's Reopening Rebound Needs A Policy Boost
  • Japan's YCC Tweak Dooesn't Signal Immediate Tightening
  • The BoK Eyes Plummeting Korean Exports Warily

Duncan WrigleyChina+

PM Data Note: Caixin Manufacturing PMI, China, February

  • In one line: China’s Caixin manufacturing PMI confirms broadening economic rebound  

Duncan WrigleyChina+

PM Data Note: Manufacturing PMI, China, February

  • In one line: China’s manufacturing PMI shows a broadening economic rebound  

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 MARCH 2023: China PMIs Beat Expectations Across the Board

China PMIs Beat Expectations Across the Board
Japanese manufacturing PMI worsens 
Korean exports show improved demand in the U.S. and E.U.

Duncan WrigleyChina+

PM Data Note: PBoC Policy Decision China February

  • China's LPRs Remain on Hold 

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 FEBRUARY 2023: China's LPRs Remain on Hold

China's LPRs Remain on Hold

Duncan WrigleyChina+

CHINA+ DATA WRAP 16 FEBRUARY 2023: Chinese Housing Prices Offer Glimmers of Hope

Chinese Housing Prices Offer Glimmers of Hope

Japanese exports decline on feeble global demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 FEBRUARY 2023: PBoC Waits for the Right Moment

MLF Rate Unchanged as the PBoC Waits for the Right Moment

Duncan WrigleyChina+

February 2023 - China+ Chartbook

  • China's Reopening Rebound Will Be Real
  • Japan's YCC Tweak Doesn't Signal Immediate Tightening
  • The BoK Eyes Plummeting Korean Exports Warily

Duncan WrigleyChina+

PM Data Note: Current Account China Q4

  • Current account surplus is dragged down by falling exports

Duncan WrigleyChina+

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Keywords for: China+ Documents

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