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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 Datanote: Money & Credit Duncan Wrigley

China+ Datanote: Caixin Manufacturing PMI, China, November

PMI buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 December 2024: Rising demand buoys Caixin and Korean PMIs

China Caixin and Korean manufacturing PMIs buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025

Duncan WrigleyChina+

CHINA+ DATA WRAP 27 November 2024: China's industrial profits extend their fall

China's industrial profits extend their decline, hit by producer price deflation

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 November 2024: China's MLF rate left on hold

China's MLF rate left on hold; more liquidity support needed to fund debt-swap bond issuance

Duncan WrigleyChina+

China+ Datanote: Loan Prime Rates, China, November

 China’s benchmark lending rates are steady this month, as regulators gauge the effect of September’s cuts

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 November 2024: China's LPRs on hold this month

China's LPRs on hold as regulators judge impact of earlier easing
Japan's export growth picks up modestly

Duncan WrigleyChina+

November 2024 - China+ Chartbook

  • -CHINA’S 2024 GDP TARGET IS WITHIN STRIKING DISTANCE
  • - BOJ TO HOLD FAST UNTIL JANUARY, BARRING JPY SHOCK
  • - BOK TO FOCUS ON COOLING INFLATION AND GROWTH

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 November 2024: China's October activity data show promise

Trade-in subsidies lift retail sales of autos and consumer goods 
Residential sales stabilise
Manufacturing output making steady progress

Duncan WrigleyChina+

China+ Datanote: China's RMB10T debt-swap plan isn't the last word in addressing

China's RMB10T debt-swap plan isn't the last word in addressing its malaise

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, October

China’s existing stimulus produces initial results, as state sector heeds strong policy signals 

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 October 2024: China's stimulus lifts manufacturing PMI

China's stimulus lifts manufacturing PMI
BoJ stays pat and Governor Ueda keeps options open

Duncan WrigleyChina+

CHINA+ DATA WRAP 18 October 2024: China's GDP growth picked up in Q3

China picked up in Q3, but GDP growth will still need to double q/q in Q4 to get close to full-year target

Duncan WrigleyChina+

China+ Datanote: China's new property policies will provide only a modest lift

China's new property market policies will provide only a modest demand lift 

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, September

Strong government bond issuance cushions overall credit growth, but only modest signs that existing fiscal stimulus is gaining traction 

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 October 2024: Steady sentiment among Japanese large manufacturers

Japanese manufacturers' sentiment is steady

Korean underlying export growth remains strong

Duncan WrigleyChina+

China+ Datanote: Politburo, China, September

Politburo confirms top-level priority on achieving growth target, but only hints at further fiscal support

Duncan WrigleyChina+

China+ Datanote: MLF Rate, China, September

MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 September 2024: MLF rate cut as expected

MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday

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,