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.

October

CHINA+ DATA WRAP 28 NOVEMBER 2022: China Industrial Profits Fall Faster

China Industrial Profits Fall Faster, but Equipment Manufacturing is a Notable Exception

Duncan WrigleyChina+

PM Note: Japan Flash PMIs November

  • Japan is caught between rising inflationary pressure and slowing growth

Duncan WrigleyChina+

PM Note: Japan CPI October

  • Japan's CPI Inflation Jumps on Food Price Hikes

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 NOVEMBER 2022: Japan's Exports Slow more than Expected

Japan Exports Slow in Further Sign of Weakening Global Growth

Duncan WrigleyChina+

17 Nov 2022 China+ Monitor Policy Shift Points to Housing Market Gradual Recovery Path

  • Steepening home price declines in October high-lighted the need for further targeted policy support.
  • High-quality developers will benefit from a virtuous cycle of better funding driving sales...
  • ...But the housing recovery will be uneven and drawn-out as confidence is gradually restored.

Duncan WrigleyChina+

CHINA+ DATA WRAP 16 NOVEMBER 2022: China's Home Price Decline Steepens

China's Home Price Decline Steepens in October, as Developers Come Under Pressure

Duncan WrigleyChina+

16 Nov 2022 China+ Monitor China's Economy Likely Hit a Bottom in October, as Policy Shifts

  • China’s economy suffered the October blues, due to Covid measures and Congress disruptions.
  • Reviving the domestic economy is crucial, with exports trending down on a gloomy global outlook.
  • Basic shifts in Covid and property policies will pave the way for a gradual growth recovery in 2023.

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 NOVEMBER 2022: Broad October slowdown is likely the bottom

China's broad slowdown in October is likely to mark the bottom, as policy shifts

Duncan WrigleyChina+

11 Nov 2022 China+ Monitor China's Credit Data Disappoints, due to Weak Private Sector Demand

  • China’s October credit data were below expectations, due to a weak economy, the Party Congress...
  • ...The Congress likely disrupted policy-based credit extension for quasi-fiscal projects.
  • China is still caught in a liquidity trap, with credit growing more slowly than M2 again in October.

Duncan WrigleyChina+

China+ Data Note: China Money and Credit, October

  • In one line: China still caught in a liquidity trap, with credit weakening again over the Congress period

Duncan WrigleyChina+

10 Nov 2022 China+ Monitor China's Consumer Price Inflation Rolls Over in October

  • China’s CPI inflation rolled over in October, owing to weak domestic demand and labour market slack.
  • Overall food price rises decelerated, despite pork price rises speeding up.
  • Producer prices began to fall, year-over-year, on slowing energy prices and weak demand.

Duncan WrigleyChina+

PM Note: China CPI October

  • In one line: Disinflationary CPI Trend Confirms Weak Domestic Demand

Duncan WrigleyChina+

PM Note: China FX Reserves October

  • In one line: official explanation fails fully to account for increase in FX reserves   

Duncan WrigleyChina+

CHINA+ DATA WRAP 7 NOVEMBER 2022: Trade Balance Barely Rises as Exports Slow

China’s Trade Balance Barely Rises as Import Growth Overtakes Export Growth

Duncan WrigleyChina+

8 Nov 2022 China+ Monitor China's Trade Surplus Barely Rises, as Exports Slow

  • China’s export data for October indicate weakening global demand, especially in the U.S. and E.U.
  • The goods trade surplus widened only slightly, as imports held up relatively well.
  • FX reserves rose in October, with more going on than accounted for by the official explanation.

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 NOVEMBER 2022: Covid restrictions hit services activity hard

China’s Covid restrictions hit services activity more than expected

Duncan WrigleyChina+

PM Note: China Caixin Manufacturing PMI October

  • In one line: Caixin manufacturing PMI shows moderating pace of decline 

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