Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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, or contact your account rep

Please use the filters on the right to search for a specific date or topic.


PM Data Note: PPI, China, February

  • Chinese PPI extends decline, with signs pointing towards a moderate demand rebound

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 MARCH 2023: Chinese Inflation Slows After Holiday Spending

Chinese Inflation Slows, After the Release of Pent-up Demand over the Holiday

Duncan WrigleyChina+

PM Data Note: PPI China January

  • Producer prices continue to fall as China’s reopening begins

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 FEBRUARY 2023: China's Inflation Remains Subdued

China's Inflation Remains Subdued as Economic Reopening Begins

Duncan WrigleyChina+

PM Note: China PPI December

  • PPI Deflation Moderates Despite Disruptions from Covid Exit Waves 

Duncan WrigleyChina+

PM Note: China PPI November

  • PPI levels out on the back of Covid disruptions 

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 DECEMBER 2022: China's CPI Flattens Out

China's CPI Flattens Out as Consumption is Hit by Covid

Duncan WrigleyChina+

17 Oct 2022 China+ Monitor Chinese Core Inflation Fades Further, Signalling Weak Demand

  • 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+

CHINA+ DATA WRAP 14 OCTOBER 2022: Inflation shows demand is still weak in China

Food again pushes consumer price inflation higher

More falls to come for PPI

Craig BothamChina+

21 Sept 2022 China+ Monitor Yen Weakness will Continue to Push Japanese Inflation Higher

  • 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+

12 Sept 2022 China+ Monitor A Miss for Chinese Inflation, as a Lukewarm Economy Cools Further

  • 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+

CHINA+ DATA WRAP 9 SEPTEMBER 2022: Chinese inflation misses expectations, as demand slows

No signs of inflationary pressure in August

Deflation starts to rear its head once more

Craig BothamChina+

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: China+ Documents

China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence