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

PM Data Note: CPI Japan December

  • Japanese Inflation Edges Up on Higher Energy Costs

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 JANUARY 2023: China's Economy Weathers Covid Exit Waves

China's Economy Weathers Covid Exit Waves Better than Expected

Duncan WrigleyChina+

CHINA+ DATA WRAP 13 JANUARY 2023: China's Trade is Buffeted by Covid Exit Waves

China Trade Surplus Widens as Covid Waves Slam Imports and Exports

Duncan WrigleyChina+

PM Note: China PPI December

  • PPI Deflation Moderates Despite Disruptions from Covid Exit Waves 

Duncan WrigleyChina+

12 Jan 2023 China+ Monitor Plunging New Credit Precedes Likely Revival from Early 2023

  • New aggregate financing plummeted in December as China was buffeted by gigantic Covid waves...
  • ...But big cities appear to be past the worst, and many other regions are following close behind...
  • We expect a marked rebirth of credit demand post-Chinese New Year, building in Q2 onwards.

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 JANUARY 2023: New Credit Plunge Precedes Likely Upturn

Credit Plunges in December, Before a Likely Upturn in Early 2023

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 JANUARY 2023: China's Foreign Reserves Increase Slows

China's Foreign Reserves Increase Slows Despite Returning Investor Confidence

Duncan WrigleyChina+

CHINA+ DATA WRAP 6 JANUARY 2023: Japan's Services Sector Sustains Modest Growth

Japan's Services Sector Sustains Modest Growth Thanks to Tourism Boost

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 JANUARY 2023: Caixin PMI Probably Understates Downturn

Caixin Services PMI Probably Understates the Downturn, but Metro Travel is a Green Shoot

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 JANUARY 2023: Caixin PMI Shows Grim Current Picture

Caixin PMI Shows Grim Current Picture, but Optimism for the Reopening

Duncan WrigleyChina+

December 2022 - China+ Chartbook

  • Chinese Outlook Brightens On Covid Exit Path
  • Japan's YCC Tweak Doesn't Signal Immediate Tightening
  • The BoK Eyes Plummeting Korean Exports Warily

Andres Abadia (Senior International Economist)China+

China+ H1 Outlook 2023

  • China Embarks on Exit Path from Zero-Covid Policy *No Policy Shift from the BoJ* The BoK is Nearing its Rate Peak

Duncan WrigleyChina+

PM Note: China PBoC Decision December

  • In one line: it’s too early for monetary easing in China

Duncan WrigleyChina+

China+ Data Note: China Money and Credit, November

  • In one line: Covid surges buffet credit growth, though policy-related financing held up

Duncan WrigleyChina+

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Keywords for: China+ Documents

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