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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.
The workshop of the world closed down in April
A bloodbath for retail sales
Zero-Covid restrictions prevented stimulus rollout
In one line: Monetary transmission broke down in April, echoing the broader economy
Food and energy underpin a greater-than-expected jump in consumer inflation
PPI disinflation slowed in April
Zero-Covid supports China’s trade balance for a little longer
No relief in sight for China's service sector
The most disruptive outbreak since Wuhan weighs heavy on Chinese activity
Some good news, but it's not going to last
Japanese inflation is still rising, and is all but guaranteed to break through its target in April...
...But the BoJ has already indicated it has no intention of changing tack; rates won't rise this year.
Policymakers are flirting with the idea of currency intervention, but Kuroda won't take the lead.
Japanese exports slow further, despite yen weakness
Banks resist the PBoC’s call to arms
A dilemma for policymakers
Factory closures weighed on industrial production
Infrastructure supported sagging FAI, but not for much longer
The biggest Covid casualty will continue to bleed out
In one line: Forced to act, the PBoC does the bare minimum
Trade flows were weaker than they looked in March
In one line: Improving liquidity provision, but risk appetite is still muted
Energy and food drive consumer prices higher
Energy slows, but does not halt, the decline in PPI inflation
In one line: The biggest losing streak for China’s FX reserves since the pandemic began
China's service sector comes to a juddering halt
Chinese manufacturing: ouch
Japan’s exports hit by China, but the domestic engine starts to revive
Korean data suggests a gloomy outlook for global trade, with one or two flickers of light
The closed-loop system hasn’t saved China’s factories
The service sector plunges, but construction is improving
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