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.

commodity

16 July 2021 Data are Conflicting, but we Think China's Growth Slowed in Q2

Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.

Freya Beamish (Chief Asia Economist)China+

14 July 2021 Export Trends Remain Weak Despite the June Pop

Chinese exports surprised to the upside in June, with growth picking up to 32.2% year-over-year, from 27.9% in May.

Freya Beamish (Chief Asia Economist)China+

12 July 2021 The RRR Cut was About Managing Interbank Liquidity

The PBoC followed through with a Reserve Requirement Ratio cut of 0.5 percentage points on Friday, hot on the heels of a strong hint to do so from the State Council meeting...

Freya Beamish (Chief Asia Economist)China+

8 July 2021 CPI Inflation Could Still Edge Higher in June, Despite Mid-Year Weakness

Energy inflation is not straightforward to forecast in China, thanks to the lack of clarity over the CPI weights.

Freya Beamish (Chief Asia Economist)China+

1 July 2021 Manufacturing PMI Points to Q2 GDP Growth Slowdown

The official manufacturing PMI indicates that bottlenecks remain a problem.

Freya Beamish (Chief Asia Economist)China+

22 June 2021 The PBoC will Continue with its Balancing Act, For Now

The PBoC continues to hold off on tightening, as it waits for something closer to herd immunity, and to see how the economy responds to "freedom".

Freya Beamish (Chief Asia Economist)China+

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)China+

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)China+

1 June 2021 The PMI Suggests PPI Inflation Likely Jumped Again in May

China's official manufacturing PMI was little changed at 51.0 in May, after April's 51.1, with the index remaining oblivious to U.S. stimulus efforts and in recent months.

Freya Beamish (Chief Asia Economist)China+

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