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.

September

China+ Datanote: Money Supply and Credit, China, September 2021

  • In one line: Deleveraging pressures continue as Evergrande’s shadow chills the economy

Craig BothamChina+

China+ Datanote: FX Reserves, China, September 2021

  • In one line: Reserves fall, but no sign yet of capital flight

Craig BothamChina+

China+ Datanote: Full-month exports, Korea, September 2021

  • In one line: Korean exports may have benefitted from China’s energy problems despite a slowdown

Craig BothamChina+

China+ Datanote: National CPI, Japan, August; Manufacturing PMI, Japan, September 2021

  • In one line: Japan’s deflation remains beyond the BoJ’s control

Craig BothamChina+

China+ Datanote: 20-day exports, Korea, September 2021

  • In one line: Trade stays strong despite correction

Craig BothamChina+

China+ Datanote: BoJ Press Conference, September 2021

  • In one line: BoJ is underestimating Evergrande fallout; CRFO ultimately will be a big deal

Freya Beamish (Chief Asia Economist)China+

China+ Datanote: Evergrande and PBoC injection; BoJ decision September 2021

  • In one line: Vague Evergrande statement won’t cut it, but the PBoC is on the case, for now

Freya Beamish (Chief Asia Economist)China+

8 Sept 2021 August's Punchy Trade Likely will Come at the Expense of September

  • China's trade surplus surprised in August, with two- way trade enjoying hefty rebounds from July.
  • Activity likely benefited from front-loading, though, and the orders data still point to a sharp correction.
  • FX reserves fell only marginally in August, suggest- ing a bounce-back in capital outflows.

Freya Beamish (Chief Asia Economist)China+

3 Sept 2021 The Pitfalls and Positives for China in Korea's August Trade Numbers

  • Korean exports were solid in August, including those to China, despite the latter's Delta woes.
  • But Chinese demand still is underperforming, and activity last month likely flattered by front-loading.
  • More broadly, at least, Korea's trade data point to a more solid end to 2021 for global trade.

Freya Beamish (Chief Asia Economist)China+

29 July 2021 The PMIs Should Offer Some Signs of Stabilisation this Month

Q2 CPI inflation exceeded the MPC's one-quarter ahead forecast by the most for 13 years...

...But only two members have implied they will vote to end QE; pushback from the doves has been strong.

Inflation expectations have remained well-anchored; Team Transitory probably is right.

Freya Beamish (Chief Asia Economist)China+

14 July 2021 Export Trends Remain Weak Despite the June Pop

Chinese exports surprised to the upside in June, with growth picking up to 32.2% year-over-year, from 27.9% in May.

Freya Beamish (Chief Asia Economist)China+

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Keywords for: China+ Documents

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