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

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cpi

7 May 2021 CPI Inflation will Soon Point to Higher Yields, But not Yet

CPI Inflation will Soon Point to Higher Yields, But not Yet

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

28 Apr 2021 Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Freya Beamish (Chief Asia Economist)28th Apr 2021 00:00China+

CHINA+ DATA WRAP 23.4.21

Energy puts the breaks on Japan's CPI deflation. Exports helping propel Japan's manufacturing sector.

Freya Beamish (Chief Asia Economist)23rd Apr 2021 13:12China+

12 Apr 2021 China's PPI Could Peak Above 10% in the next Few Months

China's PPI Could Peak Above 10% in the next Few Months

Freya Beamish (Chief Asia Economist)12th Apr 2021 00:10China+

CHINA+ DATA WRAP 9.4.21

The March CPI turnaround was broad based but owed a lot to energy. Commodity driven upswing continues in PPI inflation.

Freya Beamish (Chief Asia Economist)9th Apr 2021 13:54China+

8 Apr 2021 When will China's Services Inflation Begin to Gain Traction

When will China's Services Inflation Begin to Gain Traction

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

CHINA+ DATA WRAP 26.3.21

Oil effects are working through Japan's CPI, even in the core.

Freya Beamish (Chief Asia Economist)26th Mar 2021 16:17China+

China+ Datanote: BoJ Press Conference; National CPI, Japan, February 2021

BoJ Press Conference, March 2021, National CPI, Japan, February 2021

Freya Beamish (Chief Asia Economist)19th Mar 2021 14:29China+

CHINA+ DATA WRAP 17.3.21

Commodities are driving the PPI inflation higher. Touring and outing caused an adjusted deepening of services deflation.

Freya Beamish (Chief Asia Economist)17th Mar 2021 16:14China+

CHINA+ DATA WRAP 15.3.21

Commodities are driving the PPI inflation higher. Touring and outing caused an adjusted deepening of services deflation.

Peter Bennett15th Mar 2021 09:45China+

15 Mar 2021 Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant

Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant

Freya Beamish (Chief Asia Economist)15th Mar 2021 00:10China+

11 Mar 2021 Disappointing M1 numbers, but Still a 2021 GDP growth Uptrend

Disappointing M1 numbers, but Still a 2021 GDP growth Uptrend

Freya Beamish (Chief Asia Economist)11th Mar 2021 00:00China+

CHINA+ DATA WRAP 10.3.21

Commodities are driving the PPI inflation higher. Touring and outing caused an adjusted deepening of services deflation.

Freya Beamish (Chief Asia Economist)10th Mar 2021 16:03China+

8 Mar 2021 2021 Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks

Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks

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

2 Mar 2021 China's February PMIs are Better than Billed, but are Softening

2 Mar 2021 China's February PMIs are Better than Billed, but are Softening

Freya Beamish (Chief Asia Economist)2nd Mar 2021 00:10China+

1 Mar 2021 Chinese Liquidity has a lot to Say About Where Oil Prices will End up

1 Mar 2021 Chinese Liquidity has a lot to Say About Where Oil Prices will End up

Freya Beamish (Chief Asia Economist)1st Mar 2021 00:10China+

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