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+ Datanote: Money & Credit, China, October

In one line: China's credit growth slows to historic lows amid muted household and business loan demand

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 9 November 2024

China's deflation risks persist in October, but there is a silver lining

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, October

In one line: China’s headline producer deflation masks stimulus-driven price upticks in construction materials

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: CPI, China, October

In one line: China’s CPI near deflation weighed down by volatile items; uptick in services inflation 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, October

In one line: One month’s data can be misleading; China's quarterly export growth has, in fact, decelerated.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, October

In one line: China’s foreign reserves drop in October amid dollar strength and outflow pressures.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 November 2024: China's industrial profits extend their fall

China's industrial profits extend their decline, hit by producer price deflation

Duncan WrigleyChina+

China+ Datanote: National CPI, Japan, October

Japan’s headline consumer inflation slows only thanks to energy subsidies

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 November 2024: Japan's headline inflation falls

Japan's headline inflation falls only thanks to energy subsidies
Flash manufacturing PMI weakens

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 November 2024: China's LPRs on hold this month

China's LPRs on hold as regulators judge impact of earlier easing
Japan's export growth picks up modestly

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 November 2024: China's October activity data show promise

Trade-in subsidies lift retail sales of autos and consumer goods 
Residential sales stabilise
Manufacturing output making steady progress

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, October

In one line: Korea’s export momentum wanes in October amid despite semiconductor boost

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, October

In one line: China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Manufacturing PMI, Korea, October

In one line: Korea’s manufacturing sector sees mixed signals as PMI holds steady in October

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 November 2024

China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect

Korea’s export momentum wanes in October amid despite semiconductor boost

Korea’s manufacturing sector sees mixed signals as PMI holds steady in October

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Tokyo CPI, Japan, October

In one line: Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: MLF rate, China, October

In one line: China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 25 October 2024

Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting

China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Loan Prime Rates, China, October

In one line: Chineses banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers.

Kelvin Lam (Senior China+ Economist)China+

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