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.

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14 June 2021 What Do China's Emissions Targets Mean for Policy this Year?

Last year President Xi announced a new target for China, with the importance of GDP targeting diminishing.

Freya Beamish (Chief Asia Economist)14th Jun 2021 00:10China+

China+ Datanote: PPI, China, May 2021

In one line: PPI inflation will edge higher and stay lofty through H2

Freya Beamish (Chief Asia Economist)9th Jun 2021 16:23China+

CHINA+ DATA WRAP 9.6.21

PPI inflation will edge higher and stay lofty through H2. Swine flu ironically is holding back CPI inflation. Machine tool orders could suggest stockpiling.

Freya Beamish (Chief Asia Economist)9th Jun 2021 16:23China+

8 June 2021 China is Exposed to a Double Whammy Against Exports

It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.

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

China+ Datanote: FX Reserves, China, May 2021

In one line: Partly valuation with a bit of FX purchase

Freya Beamish (Chief Asia Economist)7th Jun 2021 13:19China+

CHINA+ DATA WRAP 7.6.21

Chinese exports are losing ground

Freya Beamish (Chief Asia Economist)7th Jun 2021 13:16China+

7 June 2021 Having Your Cake and Eating it as the Household Savings Rate Falls

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.

Freya Beamish (Chief Asia Economist)7th Jun 2021 00:10China+

4 June 2021 Did the U.S. Stimulus Give the Trade Cycle a Final Boost in May

Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy. 

Freya Beamish (Chief Asia Economist)4th Jun 2021 00:00China+

CHINA+ DATA WRAP 3.6.21

A slight softening; price pressure building

Freya Beamish (Chief Asia Economist)3rd Jun 2021 16:02China+

2 June 2021 Bottlenecks are Biting in the North East Asian Supply Chain

China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.

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

CHINA+ DATA WRAP 1.6.21

Bottlenecks are restraining Chinese activity. Japan's Q4/Q1 GDP could be in for revisions. Korean exports show trade has slowed but not turned.

Freya Beamish (Chief Asia Economist)1st Jun 2021 14:38China+

24 May 2021 China's Reopening Story Remains in Tact Despite Slow M1 Growth

China's Reopening Story Remains in Tact Despite Slow M1 Growth

Freya Beamish (Chief Asia Economist)24th May 2021 00:10China+

21 May 2021 Questions are Being Answered for China, but Some Remain

Questions are Being Answered for China, but Some Remain

Freya Beamish (Chief Asia Economist)21st May 2021 00:10China+

CHINA+ DATA WRAP 20.5.21

PBoC in a holding pattern, for now.  Japan's exports likely are lagging developments elsewhere in North East Asia

Freya Beamish (Chief Asia Economist)20th May 2021 15:55China+

*May 2021 - China+ Chartbook

Is China's Tightening Liquidity A Threat?...The Good And Bad News On Japan

Peter Bennett19th May 2021 14:00China+

CHINA+ DATA WRAP 17.5.21

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...

Peter Bennett17th May 2021 10:57China+

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+

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