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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.
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
In one line: Producer price deflation deepens further, thanks to excess capacity
In one line: China forex reserves rose more than expected in March, thanks to stronger trade surplus and bond inflows.
PMIs point to services sector buoyancy in China and Japan
In one line: Manufacturing activity expands for the first time in 6 months
Chinese manufacturing demand improves after the Lunar New Year holiday
Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend
China’s industrial profits bounce in February, owing to base effects
In one line: China lending rates unchanged in March as per market consensus
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
Modest improvement in still-dull Japanese manufacturing activity reading
China activity - industrial sector powers ahead, despite persistent property drag and retail sales losing steam
PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022.
PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022
China’s property market rout continues, with prices falling further in February
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
In one line: China’s consumer price inflation bounces in February; Upstream industries continue to see disinflationary pressure
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