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
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Government bond surge props up broad credit growth
In one line: China’s TSF data suggest weak demand for loans in the real economy
Money growth is buffeted by corporate deposit outflows
Government bond issuance props up credit creation, as M1 takes a dive
China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand
Disappointing credit data point to undercooked domestic demand, despite fiscal stimulus
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,