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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China+ Datanote: PBoC Policy Decision, China, February

Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 February 2024: surprise 25bp five-year LPR cut

Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold

Duncan WrigleyChina+

China+ Datanote: Current Account Balance, China, Q4

China’s current account surplus fell again in Q4, to just 1.5% of GDP

Kelvin Lam (Senior China+ Economist)China+

February 2023 - China+ Chartbook

  • - CHINA’S CREDIT DATA OFFER GLIMMERS OF HOPE
  • - TOKYO CORE INFLATION DIPS BELOW BOJ’S TARGET
  • - NEW PRODUCT LAUNCHES HELP LIFT KOREAN EXPORTS

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money & Credit, China, January

M1 and credit growth beat expectations, thanks to stimulus

Duncan WrigleyChina+

China+ Datanote: PPI, China, January

Manufactured goods producer price decline stems partly from industrial spare capacity

Duncan WrigleyChina+

CHINA+ DATA WRAP 8 February 2024: China's inflation data point to soft demand

China's inflation data point to still-soft domestic demand, after filtering out the holiday noise

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 February 2024

Caixin services PMI pointing to slower growth, while output prices are falling.

Japan’s service sector rosier than thought.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, January

Caixin index lifted by capital goods output and intermediate product exports 

Duncan WrigleyChina+

CHINA+ WRAP: Caixin PMI still relatively strong; Korean manufacturers buoyed by new product launches, high-end chip exports

Caixin PMI still relatively strong

Korean manufacturers buoyed by new product launches, high-end chip exports

Japan PMI still weak

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, January

Manufacturing production steams ahead of new orders, as firms restock in anticipation of higher sales

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 JANUARY 2024: official PMIs indicate restocking

Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity

Duncan WrigleyChina+

China+ Datanote: RRR Cut, China, January

The PBOC's RRR cut is to facilitate fiscal stimulus as the main tool for growth support; Governor hints at LPR cut

Duncan WrigleyChina+

January 2024 - China+ Chartbook

  • - CHINA WILL STAY THE COURSE, DESPITE SLOWING GROWTH
  • - BOJ IS LASER-FOCUSED ON WAGE NEGOTIATIONS
  • - KOREAN EXPORTS SHOULD BENEFIT FROM CHIP UPCYCLE

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 JANUARY 2024: Korean exports stutter

Korean exports stutter in January; China's LPR is kept on hold

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 JANUARY 2024: Chinese GDP slowed q/q in Q4

Chinese GDP slowed q/q, hit by fading property and consumption spending

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, January

The PBoC keeps the MLF rate on hold, gauging the impact of other easing measures

Duncan WrigleyChina+

China+ Datanote: PPI, China, December

Manufactured goods producer price decline is continuing unabated

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