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.
Korean manufacturers are highly bullish, despite mounting cost pressures
Chinese GDP beats expectations, despite an uneven recovery and looming oversupply issues
The PBoC keeps the MLF rate on hold, despite slowing credit growth
The PBoC keeps the MLF rate on hold, despite slowing credit growth
Disappointing credit data point to undercooked domestic demand, despite fiscal stimulus
PMIs point to services sector buoyancy in China and Japan
CHINA+ OUTLOOK
- CHINA’S TWO SESSIONS OFFER ONLY TARGETED STIMULUS
- BOJ EXITS FROM NEGATIVE RATES; NO NEAR-TERM MOVES
- DEMAND FOR HIGH-END CHIPS LIFTS KOREAN EXPORTS
China activity - industrial sector powers ahead, despite persistent property drag and retail sales losing steam
Fiscal stimulus likely to drive credit demand after the holiday period
China's action plan for equipment upgrading & consumer goods trade-ins to prop up demand
Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold
Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold
M1 and credit growth beat expectations, thanks to stimulus
Manufactured goods producer price decline stems partly from industrial spare capacity
China's inflation data point to still-soft domestic demand, after filtering out the holiday noise
The PBOC's RRR cut is to facilitate fiscal stimulus as the main tool for growth support; Governor hints at LPR cut
Korean exports stutter in January; China's LPR is kept on hold
Chinese GDP slowed q/q, hit by fading property and consumption spending
The PBoC keeps the MLF rate on hold, gauging the impact of other easing measures
China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence