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Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 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.
In one line: China’s LPR on hold in January; targeted structural rate cuts unclog credit supply and hopefully induce more loan demand.
In one line: China inflation was firmer in December, but sustained reflation remains challenging
In one line: Diversification keeps China exports float in 2025; December export upticks largely support by ASEAN & BRICS demand
In one line: China’s PPI sees firmer monthly momentum, but sustained reflation remains challenging
In one line: China's Q4 GDP reports torpid domestic demand versus vibrant industrial output
In one line: Non-government credit demand still sluggish amid structural adjustment
In one line: Non-government credit demand still sluggish amid structural adjustment
In one line: China’s FX reserves rise on currency valuation gains as dollar weakens in December
In one line: China’s manufacturing PMIs edges back into expansion, but sustainability remains in question
In one line: China's manufacturing and non-manufacturing PMIs rebound, but momentum looks fragile
In one line: Sentiment rose, despite slowing demand
China's LPRs unchanged for seventh straight month amid lower trade risks
China's November activity data show goods consumption softening and fixed asset investment worsening
In one line: still looking for signs of private sector credit demand
In one line:signalling confidence, no major course shift
Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses
In one line: China’s industrial profit recovery stalled as growth driver weaken in October
In one line: China holds fire on LPR cuts amid banking NIM compression
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,