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.
PPI
Chinese Inflation Slows, After the Release of Pent-up Demand over the Holiday
Duncan WrigleyChina+
- Producer prices continue to fall as China’s reopening begins
Duncan WrigleyChina+
China's Inflation Remains Subdued as Economic Reopening Begins
Duncan WrigleyChina+
- PPI Deflation Moderates Despite Disruptions from Covid Exit Waves
Duncan WrigleyChina+
China Inflation Remains Subdued During Covid Turbulence
Duncan WrigleyChina+
- PPI levels out on the back of Covid disruptions
Duncan WrigleyChina+
China's CPI Flattens Out as Consumption is Hit by Covid
Duncan WrigleyChina+
Disinflationary CPI Trend Confirms Weak Domestic Demand
Duncan WrigleyChina+
- Weak demand is still weighing on inflation in China, with only food prices pushing CPI higher.
- Consumer inflation likely has now peaked, and PPI is headed to deflation over the next six months.
- Chinese policy will have the—likely unintended— effect of exporting disinflation globally.
Craig BothamChina+
Food again pushes consumer price inflation higher
More falls to come for PPI
Craig BothamChina+
- Japanese inflation continues to climb, driven by cost-push pressures and base effects.
- The BoJ will not change tack, despite the multi-year high in CPI inflation.
- We expect Governor Kuroda to hold the line on both inflation and the yen at tomorrow’s meeting.
Craig BothamChina+
- Inflation is falling faster than expected in China, a sign that demand is flatlining.
- Food is the only source of inflationary pressure remaining, and faces government intervention.
- Talk of monetary policy space, however, sadly is meaningless in a liquidity trap.
Craig BothamChina+
No signs of inflationary pressure in August
Deflation starts to rear its head once more
Craig BothamChina+