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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.
Last year President Xi announced a new target for China, with the importance of GDP targeting diminishing.
14th Jun 2021 00:10China+
The PBoC Can't Ignore Sky-High PPI Inflation
10th Jun 2021 00:00China+
In one line: PPI inflation will edge higher and stay lofty through H2
9th Jun 2021 16:23China+
PPI inflation will edge higher and stay lofty through H2. Swine flu ironically is holding back CPI inflation. Machine tool orders could suggest stockpiling.
9th Jun 2021 16:23China+
It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.
8th Jun 2021 00:10China+
In one line: Partly valuation with a bit of FX purchase
7th Jun 2021 13:19China+
China is at a critical point in the recovery. The economy is switching lanes from the supply-led, export-supported manufacturing surge to consumer and services drivers.
7th Jun 2021 00:10China+
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
4th Jun 2021 00:00China+
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
2nd Jun 2021 00:00China+
In one line: Bottlenecks are restraining Chinese activity.
1st Jun 2021 14:38China+
Bottlenecks are restraining Chinese activity. Japan's Q4/Q1 GDP could be in for revisions. Korean exports show trade has slowed but not turned.
1st Jun 2021 14:38China+
China's Reopening Story Remains in Tact Despite Slow M1 Growth
24th May 2021 00:10China+
Questions are Being Answered for China, but Some Remain
21st May 2021 00:10China+
PPI Inflation, April, China 2021
20th May 2021 15:55China+
PBoC in a holding pattern, for now. Japan's exports likely are lagging developments elsewhere in North East Asia
20th May 2021 15:55China+
Is China's Tightening Liquidity A Threat?...The Good And Bad News On Japan
19th May 2021 14:00China+
Industrial production continues to correct down m/m FAI growth continues to slow Retail sales correct, but recovery still on track Inflation is driving investors...
17th May 2021 10:57China+
Fiscal Hawkishness is Tightening Monetary Conditions
13th May 2021 00:00China+
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