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 01 JULY 2022: China's back, but global trade is slowing

Inflation retreats unexpectedly in Japan

Korea points to slowing global trade

Korean manufacturing wobbles

Chinese manufacturing recovery confirmed

Craig BothamChina+

CHINA+ DATA WRAP 30 JUNE 2022: A surprise bounce for non-manufacturing

The manufacturing recovery continues

But the real story is the surge in non-manufacturing

Craig BothamChina+

June 2022 - China+ Chartbook

  • China Is Still Headed For A Quarterly Fall In GDP
  • The BoJ Does Not Fear The FX Market Reaper
  • The BoK Is Prepared To Tighten (Too) Aggressively

Craig BothamChina+

CHINA+ DATA WRAP 16 JUNE 2022: China's reopening helps global trade, but not its property market

Japan benefits from China's reopening

China's property market is still dropping

Craig BothamChina+

CHINA+ DATA WRAP 15 JUNE 2022: Chinese activity beat expectations in May

Clearing the export backlog boosted industrial production

Flickers of stimulus in FAI data

Chinese consumers prove more resilient than expected

Craig BothamChina+

PM Datanote: Money and Credit Growth, China, May

In one line: Valuation effects spare the PBoC's blushes

Craig BothamChina+

CHINA+ DATA WRAP 10 JUNE 2022: Encouraging price data from China

Food prices are the main price worry for policymakers

Base effects continue to aid PPI disinflation

Craig BothamChina+

PM Datanote: FX Reserves, China, May

In one line: Valuation effects spare the PBoC's blushes

Craig BothamChina+

CHINA+ DATA WRAP 1 JUNE 2022: Korean exports risk false hope for global trade

Korean exports surge on demand for energy

Few surprises from the Caixin PMI

Craig BothamChina+

CHINA+ DATA WRAP 31 MAY 2022: Chinese activity slowed further in May

Still shrinking, just more slowly

Manufacturing improves, but policy is falling short

Infrastructure stimulus still looks insufficient

Craig BothamChina+

CHINA+ DATA WRAP 27 MAY 2022: Inflation stabilises in Japan, profits plunge in China

A more boring month for Japanese inflation

Profits collapsed during China’s lockdown

Craig BothamChina+

May 2022 - China+ Chartbook

  • China Is Firmly Set For A Zero-Covid Recession
  • Japan Finally Hits Its Inflation Target, But Won't Hike
  • The BoK Will Hike Despite The Threat To Growth

Craig BothamChina+

CHINA+ DATA WRAP 20 MAY 2022: Japanese CPI inflation is finally above target

Don’t expect the BoJ to change policy, despite reaching its target

PBoC pressure on mortgage lending starts to pay off

Craig BothamChina+

CHINA+ DATA WRAP 18 MAY 2022: Japan's economy shrank at the start of 2022

Japanese growth should bounce back in Q2

China’s property sector is still deteriorating

Craig BothamChina+

CHINA+ DATA WRAP 16 MAY 2022: A brutal April for Chinese activity, thanks to zero-Covid

The workshop of the world closed down in April

A bloodbath for retail sales

Zero-Covid restrictions prevented stimulus rollout

Craig BothamChina+

PM Datanote: Money and credit growth, China, April

In one line: Monetary transmission broke down in April, echoing the broader economy 

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