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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 PMIs will Bounce in March, but the Hard Data will Pull Back
30th Mar 2021 00:10China+
Will China be too Hasty with Policy Normalisation?
19th Jan 2021 00:10China+
Services Inflation is About to Stage a Recovery, Repairing Margins
12th Jan 2021 00:10China+
Rising Commodity Prices will soon Show up in China's Trade Figures
11th Jan 2021 00:10China+
Japan's State of Emergency Means a Q1 GDP Decline
8th Jan 2021 00:00China+
China's services sector has come back strongly from the pandemic.
7th Jan 2021 00:00China+
In one line: Should soon bottom-out.
18th Dec 2020 16:49China+
CPI inflation in India slowed faster than expected in November, dropping to 6.9%, from the nine-month high of 7.6% in October.
18th Dec 2020 00:10China+
Japan's flash Jibun Bank PMIs for December were mixed, but they broadly confirm the significant moderation in GDP growth in the current quarter.
16th Dec 2020 22:40China+
Industrial production growth in China has peaked, notwithstanding the likely spike in Q1, when the base effects kick in from the Covid- induced shutdowns earlier this year.
15th Dec 2020 22:20China+
As we head into 2021, a number of potential surprises--both positive and negative--could throw our full-year forecasts for Asia out of whack early in the year.
14th Dec 2020 00:10China+
China's latest money and credit data continue to reassure the PBoC that its job to secure the economy's recovery is done.
11th Dec 2020 00:10China+
CPI inflation in China has fallen below zero for the first time since 2009, but we highly doubt that this will spook the PBoC.
10th Dec 2020 00:10China+
In one line: More important to the PBoC than the descent into CPI deflation.
9th Dec 2020 16:34China+
In one line: Exit from deflation is back on track.
9th Dec 2020 16:34China+
China's trade surplus rocketed unexpectedly in November, flying to an all-time high of $75.4B.
8th Dec 2020 00:10China+
The first real sign of discomfort with the RMB's run.
7th Dec 2020 09:35China+
Chinese services are ending the year on a high note.
4th Dec 2020 00:10China+
The recovery in Korean exports resumed in September, with shipments rising by 4.0% year- over-year, a turnaround from the 3.8% decline in the previous month.
3rd Dec 2020 00:10China+
In one line: Watch for a further correction in food prices.
2nd Dec 2020 16:13China+
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