Pantheon Macroeconomics
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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.
In one line: China’s non-manufacturing growth stalls in November as construction weighs on activity.
In one line: China’s stimulus continues to give manufacturing activity a modest lift amid looming geopolitical uncertainty
In one line: China's credit growth slows to historic lows amid muted household and business loan demand
China's deflation risks persist in October, but there is a silver lining
In one line: China’s headline producer deflation masks stimulus-driven price upticks in construction materials
In one line: China’s CPI near deflation weighed down by volatile items; uptick in services inflation
In one line: China’s Q3 current account surplus widens; inward FDI remains negative for second consecutive quarter
In one line: One month’s data can be misleading; China's quarterly export growth has, in fact, decelerated.
In one line: China’s foreign reserves drop in October amid dollar strength and outflow pressures.
In one line: China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect
China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect
Korea’s export momentum wanes in October amid despite semiconductor boost
Korea’s manufacturing sector sees mixed signals as PMI holds steady in October
China's industrial profit plunge underscores urgent need for stimulus
In one line: China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut
Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting
China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut
In one line: Chineses banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers.
Chinese banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers
Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.
In one line: China export growth strategy faces challenges in H2, signalling growing need for domestic stimulus.
In one line: China’s insufficient demand and over capacity continue to weigh on producer prices
In one line: China's deepening deflation fears highlight the need for greater fiscal stimulus
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,