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.

base effects

13 May 2021 Fiscal Hawkishness is Tightening Monetary Conditions

Fiscal Hawkishness is Tightening Monetary Conditions

Freya Beamish (Chief Asia Economist)13th May 2021 00:00China+

12 May 2021 Are Chinese Firms Running out of Cash to Support Commodities

Are Chinese Firms Running out of Cash to Support Commodities

Freya Beamish (Chief Asia Economist)12th May 2021 00:00China+

China+ Datanote: Machine Tool Orders, March, Japan, March 2021

Machine Tool Orders, March, Japan, March 2021

Peter Bennett12th Apr 2021 08:58China+

12 Apr 2021 China's PPI Could Peak Above 10% in the next Few Months

China's PPI Could Peak Above 10% in the next Few Months

Freya Beamish (Chief Asia Economist)12th Apr 2021 00:10China+

9 Apr 2021 China Facilitated the Global Goods Recovery, but that is Now Complete

China Facilitated the Global Goods Recovery, but that is Now Complete

Freya Beamish (Chief Asia Economist)9th Apr 2021 00:00China+

6 Apr 2021 China's Fiscal Deficit is Close to Pre-crisis Levels, but...

China's Fiscal Deficit is Close to Pre-crisis Levels, but...

Freya Beamish (Chief Asia Economist)6th Apr 2021 00:10China+

30 Mar 2021 The PMIs will Bounce in March, but the Hard Data will Pull Back

The PMIs will Bounce in March, but the Hard Data will Pull Back

Freya Beamish (Chief Asia Economist)30th Mar 2021 00:10China+

12 Mar 2021 Don't Underestimate Base Effects in China's February Activity Data

Don't Underestimate Base Effects in China's February Activity Data

Freya Beamish (Chief Asia Economist)12th Mar 2021 00:00China+

9 Mar 2021 China's Trade Boosted by Travel Curbs and Covid Resurgence

China's Trade Boosted by Travel Curbs and Covid Resurgence

Freya Beamish (Chief Asia Economist)9th Mar 2021 00:10China+

8 Mar 2021 2021 Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks

Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks

Freya Beamish (Chief Asia Economist)8th Mar 2021 00:10China+

2 Mar 2021 China's February PMIs are Better than Billed, but are Softening

2 Mar 2021 China's February PMIs are Better than Billed, but are Softening

Freya Beamish (Chief Asia Economist)2nd Mar 2021 00:10China+

12 Jan 2021 Services Inflation is About to Stage a Recovery, Repairing Margins

Services Inflation is About to Stage a Recovery, Repairing Margins

Freya Beamish (Chief Asia Economist)12th Jan 2021 00:10China+

24 Dec 2020 Is China Santa or the Grinch in the Global Inflation Outlook

China plays a pivotal role in the global inflation outlook.

Miguel Chanco (Senior Asia Economist)24th Dec 2020 00:10China+

21 Dec 2020 The BoJ Extends its Covid Support, the "Review" Won't Change Much

The Bank of Japan kept its main policy settings unchanged on Friday, as widely expected. But the Policy Board voted unanimously to extend the duration of the Bank's Covid-19...

Miguel Chanco (Senior Asia Economist)21st Dec 2020 00:10China+

18 Dec 2020 An All-Encompassing Period of Disinflation is Afoot in India

CPI inflation in India slowed faster than expected in November, dropping to 6.9%, from the nine-month high of 7.6% in October.

Miguel Chanco (Senior Asia Economist)18th Dec 2020 00:10China+

16 Dec 2020 China's Q4 Recovery has Wavered Only Slightly, Thanks to Consumers

Industrial production growth in China has peaked, notwithstanding the likely spike in Q1, when the base effects kick in from the Covid- induced shutdowns earlier this year.

Miguel Chanco (Senior Asia Economist)15th Dec 2020 22:20China+

14 Dec 2020 Where are the Potential Surprises in Asia at the Turn of the Year?

As we head into 2021, a number of potential surprises--both positive and negative--could throw our full-year forecasts for Asia out of whack early in the year.

Miguel Chanco (Senior Asia Economist)14th Dec 2020 00:10China+

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