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.

china

China+ Datanote: Caixin Manufacturing PMI, China, November

PMI buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 December 2024: Rising demand buoys Caixin and Korean PMIs

China Caixin and Korean manufacturing PMIs buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025

Duncan WrigleyChina+

CHINA+ DATA WRAP 27 November 2024: China's industrial profits extend their fall

China's industrial profits extend their decline, hit by producer price deflation

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 November 2024: China's MLF rate left on hold

China's MLF rate left on hold; more liquidity support needed to fund debt-swap bond issuance

Duncan WrigleyChina+

China+ Datanote: Loan Prime Rates, China, November

 China’s benchmark lending rates are steady this month, as regulators gauge the effect of September’s cuts

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 November 2024: China's LPRs on hold this month

China's LPRs on hold as regulators judge impact of earlier easing
Japan's export growth picks up modestly

Duncan WrigleyChina+

November 2024 - China+ Chartbook

  • -CHINA’S 2024 GDP TARGET IS WITHIN STRIKING DISTANCE
  • - BOJ TO HOLD FAST UNTIL JANUARY, BARRING JPY SHOCK
  • - BOK TO FOCUS ON COOLING INFLATION AND GROWTH

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 November 2024: China's October activity data show promise

Trade-in subsidies lift retail sales of autos and consumer goods 
Residential sales stabilise
Manufacturing output making steady progress

Duncan WrigleyChina+

China+ Datanote: China's RMB10T debt-swap plan isn't the last word in addressing

China's RMB10T debt-swap plan isn't the last word in addressing its malaise

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, October

In one line: China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 November 2024

China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect

Korea’s export momentum wanes in October amid despite semiconductor boost

Korea’s manufacturing sector sees mixed signals as PMI holds steady in October

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 October 2024

China's industrial profit plunge underscores urgent need for stimulus

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: MLF rate, China, October

In one line: China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 25 October 2024

Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting

China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Loan Prime Rates, China, October

In one line: Chineses banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 October 2024

Chinese banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers

Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Manufacturing PMI, China, October

China’s existing stimulus produces initial results, as state sector heeds strong policy signals 

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 October 2024: China's stimulus lifts manufacturing PMI

China's stimulus lifts manufacturing PMI
BoJ stays pat and Governor Ueda keeps options open

Duncan WrigleyChina+

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Keywords for: China+ Documents

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