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 Duncan Wrigley

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+

CHINA+ DATA WRAP 24 September 2024: PBoC launches broad support package

PBoC's policy support should stoke short-term market sentiment and growth, but won't solve China's structural woes 
Japan's flash PMIs show mixed performance

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, September

14 day reverse repo rate cut isn't additional stimulus, but completion of July's rate cuts

Duncan WrigleyChina+

China+ Datanote: LPRs, China, September

PBoC official hints that RRR cut will be the next move

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 September 2024: BoJ holds steady

BoJ holds steady as Japan's national inflation rises modestly
China's LPRs unchanged

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 September 2024: Activity losing steam

Domestic demand fades in August, with fiscal policy slow to gain traction

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, August

Government bond surge props up broad credit growth

Duncan WrigleyChina+

China+ Datanote: PPI, China, August

The upcoming seasonal rebound in construction activity won’t decisively turn around falling producer prices 

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 September 2024: China's core consumer inflation slowed

China's slowing core consumer inflation indicates weak demand
Producer deflation steepens as construction activity splutters

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 September 2024: Severe competition drives services price cuts

Severe competition drives services price cuts in China, despite resilient demand

Duncan WrigleyChina+

China+ Datanote: Caixin manufacturing PMI, China, August

Caixin headline manufacturing index makes only minor revival, dragged by sinking new export orders 

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 September 2024:Caixin manufacturing index still at low level

Caixin manufacturing index still at low level, despite modest uptick
Korea's manufacturing index robust, but export orders slip

Duncan WrigleyChina+

PM Datanote: PPI, China, July

Producer deflation set for only modest improvement in H2

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 August 2024: Food inflation lifts China's consumer inflation

China's consumer inflation buoyed by seasonal food inflation, rather than demand
Producer deflation extends decline amid oversupply

Duncan WrigleyChina+

PM Datanote: Official Manufacturing PMI, China, July

China's official PMIs point to stagnating manufacturing activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 July 2024: BoJ raises the policy rate

BoJ raises the policy rate ahead of market expectations
China's official PMIs point to stagnating manufacturing activity & slump in construction demand

Duncan WrigleyChina+

PM Datanote: Politburo calls for incremental policy measures

Politburo calls for incremental policy measures, but no bazooka

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,