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, or contact your account rep

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

September 2021

China+ Datanote: Money Supply, China, December

In one line: Stronger money growth chiefly driven by fiscal efforts, as banks pull back

Craig BothamChina+

CHINA+ DATA WRAP 12.01.22 - Moving past China's inflation peak

Food price growth turns negative once more

Industrial goods inflation wanes further

Craig BothamChina+

China+ Datanote: FX Reserves, China, December

In one line: Reserves are still growing as the PBoC leans against currency strength

Craig BothamChina+

CHINA+ DATA WRAP 06.01.22 - A surprise bounce in China's services PMI

Covid proves less damaging than expected to service sector activity

Craig BothamChina+

CHINA+ DATA WRAP 04.01.22 - Caixin PMI rebounds

Domestic demand underpins a consensus-beating reading for Chinese manufacturing

Craig BothamChina+

17 Dec 2021 Further Tentative Signs of Easing Bottlenecks in Japanese Exports

Japanese exports jumped in November, amidst signs of reduced supply chain pressures.

Unfortunately, the outlook for December is dimming, thanks in part to Chinese Covid policy.

Omicron is set to renew supply disruptions, just as they were easing, but it will also weaken demand.

Craig BothamChina+

16 Dec 2021 Infrastructure is Still En Route, but Other Headwinds are Forming

November's data are a mixed bag, but investment weakness, led by property, is the main concern.

Infrastructure should begin to offset property soon, but manufacturing faces its own challenges.

Omicron has entered China, and will intensify the cycle of zero-Covid lockdowns.

Craig BothamChina+

CHINA+ DATA WRAP 13.12.21 - Tankan points to recovery outside manufacturing

Getting Covid under control boosts Japanese non-manufacturing activity

Craig BothamChina+

China+ Datanote: Money Supply, China, November

In one line: Some stabilisation, but we still think it’s an infrastructure story

Craig BothamChina+

China+ Datanote: Money Supply, China, October

In one line: Money and credit data point to signs of risk aversion throughout the economy

Craig BothamChina+

China+ Datanote: Flash PMIs, Japan, October 2021

  • In one line: surprising strength from the manufacturing PMI as services benefit from Covid easing

Craig BothamChina+

China+ Datanote: 20-day Exports, Korea, October 2021

  • In one line: Preliminary Korean data suggests relatively stable external backdrop

Craig BothamChina+

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Keywords for: China+ Documents

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