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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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Caixin services PMI points to business jitters over tariff worries
Manufacturing activity bashed by tariff war
Manufacturing activity bashed by tariff war
Non-manufacturing activity slows
China’s Q1 GDP growth was boosted by demand stimulus and export front-loading pre-tariff turmoil
Government bond issuance still taking centre stage, with modest uptick in household loans
China's foreign reserves excluding valuation effects fell
Japan's real wage decline hurts consumption
China likely to step up fiscal and monetary policy support, allow weaker RMB, in response to hefty US tariff hike;
Caixin services activity rises
China's manufacturing PMI nudges up, but sentiment ebbs
China's manufacturing PMI nudges up, but sentiment ebbs; construction order slump is worrying
PBoC prioritising RMB defence over rate cuts, after decent activity data in the first two months
China's local governments get the memo on boosting domestic demand
Consumption makes modest improvements, as the trade storm looms
Robust government bond issuance pushes up credit growth, despite lacklustre private sector credit demand
China's steps up fiscal support in a measured fashion; room for further easing
Caixin services activity improves
Korean manufacturing sentiment dented by sagging US and European orders
Manufacturing sentiment rebounds, despite the brewing trade war
Caixin PMI shows manufacturing sentiment rebound, despite the brewing trade war
Post-holiday activity rebound, but firms still wary ahead of the Two Sessions and tariff hikes
Construction activity rebound looks mainly seasonal; too soon to say if a real infrastructure push is coming
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,