Best viewed on a device with a bigger screen...
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 email@example.com, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
Korean exports accelerated in May, but this is unlikely to herald a broader global revival.
The data also suggest a partial recovery in China, as restrictions ease, but energy prices are a key driver.
The renminbi has gained on dollar weakness, and hopes of tariff reductions, but it will weaken again.
Japanese GDP shrank in Q1, thanks to Covid at home, and abroad, but should recover in Q2.
Both consumption and investment have scope for significant catch-up, aided by fiscal stimulus.
Chinese house prices fell again in April, as attempts at shoring up the sector struggle to find purchase.
Zero-Covid caught up with Chinese exports in April, as inventories were exhausted...
...But demand played a role too, with higher energy prices dragging down trade with Japan and Europe.
The fundamental backdrop for the renminbi is deteriorating, highlighted by plunging FX reserves.
China's currency is finally succumbing to pressure from multiple fronts, and has further to fall.
The renminbi poses a key constraint to PBoC policy, which Beijing will ultimately override.
April export data from Korea show that China's bat- tle with Covid will weigh heavily on global trade.
Filter by Keyword
Filter by Publication Type
Filter by Author
Global Publications Only
Filter by Date
(6 months only; older publications available on request)
Inflation Growth Labour Market Monetary Policy Fiscal Policy Quantitive Easing Trade Investment Housing Inventories Banks Money Credit Inflation Expectations Asset Prices Industry Services Balance of Payments Saving Profits Companies Central Banks
China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence