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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
Please use the filters on the right to search for a specific date or topic.
Trade data points to weaker Chinese demand
A hawkish hike from the BoK
In one line: Stronger money growth chiefly driven by fiscal efforts, as banks pull back
Food price growth turns negative once more
Industrial goods inflation wanes further
In one line: Reserves are still growing as the PBoC leans against currency strength
Transitory drivers work in the BoJ’s favour in December
Covid proves less damaging than expected to service sector activity
Domestic demand underpins a consensus-beating reading for Chinese manufacturing
The pandemic export boom fades further
A further tilt towards easing
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.
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.
Getting Covid under control boosts Japanese non-manufacturing activity
In one line: Some stabilisation, but we still think it’s an infrastructure story
In one line: Money and credit data point to signs of risk aversion throughout the economy
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