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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.
China's on-balance sheet government deficit has recovered fast since the initial Covid hit early last year, reaching a seasonally adjusted 3.9% of GDP in Q1, on our calculations,...
It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
The Trade Surplus Likely Began a Downshift in April
BoJ Forecasts are Due an Upgrade; Lowballing is the Order of the Day
China Facilitated the Global Goods Recovery, but that is Now Complete
China's Supply-Demand Mismatch is Rebuilding, but it's Temporary
CPI, December, Manufacturing PMI, January, Japan
We've been on the watch for signs of deterioration in foreign trade as a result of renewed anti-Covid restrictions both within Asian countries, causing logistical difficulties,...
CPI, December, Manufacturing PMI, January, Japan
Will China be too Hasty with Policy Normalisation?
BoJ GDP Revisions are in Order, 2021 Down, 2022 Up
China's December Money and Credit Numbers are Worrisome
Services Inflation is About to Stage a Recovery, Repairing Margins
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