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.

February Duncan Wrigley

CHINA+ DATA WRAP 21 March 2024: Flash PMIs points to improved activity

Japan's robust services sector contrasts with drab manufacturing activity; Exports still strong, despite headline dip

Duncan WrigleyChina+

CHINA+ DATA WRAP 18 March 2024: industry powers on, as retail sales slow

China activity - industrial sector powers ahead, despite persistent property drag and retail sales losing steam

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, February

Fiscal stimulus likely to drive credit demand after the holiday period

Duncan WrigleyChina+

China+ Datanote: Manufacturing PMI, China, February

In one line: China’s manufacturing sector treads water during Lunar New Year 

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 March 2024

China’s manufacturing sector treads water during Lunar New Year 

Holiday spending buoys China’s services activity 

Japanese manufacturing still struggling 

Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous

Duncan WrigleyChina+

China+ Datanote: BoK Policy Decision, Korea, February

  • The BoK stays put, but changing voting pattern hints at future policy shift

Duncan WrigleyChina+

China+ Datanote: Flash manufacturing PMI, Japan, February

  • Japanese manufacturing activity hit by fading demand and supply

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 February 2024: BoK on hold; Japanese flash PMIs

BoK on hold, but hinting at future easing; Japan's flash PMIs indicate continued sluggishness

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, February

Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 February 2024: surprise 25bp five-year LPR cut

Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold

Duncan WrigleyChina+

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Keywords for: China+ Documents

China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence