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.

June

China+ Datanote: CPI, June, Japan 2021

In one line: Food prices drive exit from outright deflation.

Freya Beamish (Chief Asia Economist)20th Jul 2021 15:09China+

15 July 2021 Supporting Green Finance Could Become a Major BoJ Policy Plank

The BoJ's policy meeting on Friday is set to provide an outline of the fund-provisioning scheme, announced at its June meeting, to support green finance.

Freya Beamish (Chief Asia Economist)15th Jul 2021 00:00China+

14 July 2021 Export Trends Remain Weak Despite the June Pop

Chinese exports surprised to the upside in June, with growth picking up to 32.2% year-over-year, from 27.9% in May.

Freya Beamish (Chief Asia Economist)14th Jul 2021 00:00China+

13 July 2021 GDP Growth Probably was at its Lowest Point this Year in Q2

We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.

Freya Beamish (Chief Asia Economist)13th Jul 2021 00:10China+

12 July 2021 The RRR Cut was About Managing Interbank Liquidity

The PBoC followed through with a Reserve Requirement Ratio cut of 0.5 percentage points on Friday, hot on the heels of a strong hint to do so from the State Council meeting...

Freya Beamish (Chief Asia Economist)12th Jul 2021 00:10China+

China+ Datanote: Money and Credit, China, June 2021

In one line: Don't fret too much about slow M1 growth right now.

Freya Beamish (Chief Asia Economist)9th Jul 2021 14:58China+

China+ Datanote: PPI, China, June 2021

In one line: PPI inflation may not have peaked yet

Freya Beamish (Chief Asia Economist)9th Jul 2021 14:58China+

9 July 2021 An RRR Cut Addresses Immediate Problems, it's not a Broad Easing

It's easy to fall into the trap of thinking that the Chinese monetary authorities are shifting to a broad-based easing stance.

Freya Beamish (Chief Asia Economist)9th Jul 2021 00:00China+

8 July 2021 CPI Inflation Could Still Edge Higher in June, Despite Mid-Year Weakness

Energy inflation is not straightforward to forecast in China, thanks to the lack of clarity over the CPI weights.

Freya Beamish (Chief Asia Economist)8th Jul 2021 00:00China+

China+ Datanote: FX Reserves, China, June 2021

In one line: PBoC still uncomfortable with RMB strength.

Freya Beamish (Chief Asia Economist)7th Jul 2021 16:41China+

2 July 2021 Chinese Manufacturing is Underperforming; Variants or Reversal

Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's. 

Freya Beamish (Chief Asia Economist)2nd Jul 2021 00:00China+

1 July 2021 Manufacturing PMI Points to Q2 GDP Growth Slowdown

The official manufacturing PMI indicates that bottlenecks remain a problem.

Freya Beamish (Chief Asia Economist)1st Jul 2021 00:00China+

China+ Datanote: Official Manufacturing PMI, June, China 2021

In one line: PMI signals a more modest pick-up for June PPI inflation.

Freya Beamish (Chief Asia Economist)30th Jun 2021 16:18China+

28 June 2021 June PMIs will Provide Further Evidence of a Mid-Year Slowdown

China's official manufacturing PMI looks exposed in the context of the recent softening of regional trade flows. Korean 20-day export growth for June slowed to 29.4%...

Freya Beamish (Chief Asia Economist)28th Jun 2021 00:10China+

22 June 2021 The PBoC will Continue with its Balancing Act, For Now

The PBoC continues to hold off on tightening, as it waits for something closer to herd immunity, and to see how the economy responds to "freedom".

Freya Beamish (Chief Asia Economist)22nd Jun 2021 00:10China+

21 June 2021 The BoJ's New Fund-Provisioning Programme will be Different

The Bank made a surprise announcement at its meeting last week.

Freya Beamish (Chief Asia Economist)21st Jun 2021 00:10China+

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