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.

cpi inflation

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+

26 Apr 2021 BoJ Forecasts are Due an Upgrade; Lowballing is the Order of the Day

BoJ Forecasts are Due an Upgrade; Lowballing is the Order of the Day

Freya Beamish (Chief Asia Economist)26th Apr 2021 00:10China+

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+

16 Apr 2021 Macroprudential Tools for Korea's Financial Risks, But for How Long

Macroprudential Tools for Korea's Financial Risks, But for How Long

Josh Evans16th Apr 2021 00:00China+

14 Apr 2021 More Zoom Booming in Q1 Means a Positive Net Export Contribution

More Zoom Booming in Q1 Means a Positive Net Export Contribution

Freya Beamish (Chief Asia Economist)14th Apr 2021 00:00China+

13 Apr 2021 Increased Household Saving Tendency Likely Continued in March

Increased Household Saving Tendency Likely Continued in March

Freya Beamish (Chief Asia Economist)13th Apr 2021 00:10China+

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+

1 Apr 2021 Don't put Much Stock in the March Bounce in the Manufacturing PMI

Don't put Much Stock in the March Bounce in the Manufacturing PMI

Freya Beamish (Chief Asia Economist)1st 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+

23 Mar 2021 Governor Yi Gang's Remarks Imply Steady as She Goes, Not a Cut

Governor Yi Gang's Remarks Imply Steady as She Goes, Not a Cut

Freya Beamish (Chief Asia Economist)23rd Mar 2021 00:10China+

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+

18 Mar 2021 The Three Most Likely Things to Emerge from the BoJ's Review

The Three Most Likely Things to Emerge from the BoJ's Review

Freya Beamish (Chief Asia Economist)18th Mar 2021 00:00China+

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