Pantheon Macroeconomics

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China+ Publications

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22 Feb 2021 China's Current Account Could Flip to Deficit if the Virus is Controlled

China's Current Account Could Flip to Deficit if the Virus is Controlled

Freya Beamish (Chief Asia Economist)21st Feb 2021 19:10China+

9 Feb 2021 Japan's GDP Growth Likely Slowed in Q4, Before a Q1 Contraction

Japan's GDP Growth Likely Slowed in Q4, Before a Q1 Contraction

Freya Beamish (Chief Asia Economist)8th Feb 2021 19:10China+

4 Feb 2021 China's FX Reserves Likely to Reveal Further Intervention in January

China's FX Reserves Likely to Reveal Further Intervention in January

Freya Beamish (Chief Asia Economist)3rd Feb 2021 19:00China+

8 Dec 2020 Read this Before You get Excited About China's Historic Surplus

China's trade surplus rocketed unexpectedly in November, flying to an all-time high of $75.4B.

Miguel Chanco (Senior Asia Economist)7th Dec 2020 19:10China+

10 Nov 2020 China's Exporters will Soon Hit a Covid-19 Speedbump

October is likely to be as good as it gets for Chinese exporters for some time, with Covid-19 sweeping through developed markets once again.

Miguel Chanco (Senior Asia Economist)9th Nov 2020 17:00China+

14 Oct 2020 China's Import Surge is All About Catch-up and Commodity Prices

China's trade surplus plunged unexpectedly in September, to $37B, marking the lowest level since March.

Miguel Chanco (Senior Asia Economist)13th Oct 2020 20:10China+

8 Oct 2020 Roller-Coaster in Chinese Reserves is Much Ado about Nothing

China's foreign exchange reserves have been extremely volatile over the past few months, yet uneventful at the same time.

Miguel Chanco (Senior Asia Economist)7th Oct 2020 20:10China+

10 Sept 2020 Back to Normal Programming, as China's PPI and CPI Converge

The pressure on Chinese industrial profits continued to ease in August, looking at the further moderation in PPI deflation.

Miguel Chanco (Senior Asia Economist)9th Sep 2020 20:10China+

9 July 2020 China's Q2 GDP Bounce was Solid, but Expect a Print Shy of Consensus

China's GDP report for the second quarter is due a week from today, and the prevailing wisdom is that the bounce-back was strong enough for headline growth to return to the...

Miguel Chanco (Senior Asia Economist)8th Jul 2020 20:10China+

14 Apr 2020 Much Better Money Data from China... Better Late than Never

We're doing a wrap-up of the data that were released last week while we were away, and the Chinese numbers were both a hit and a miss.

Freya Beamish (Chief Asia Economist)13th Apr 2020 20:10China+

23 Mar 2020 Japan's Threat to Global Financial Markets in this Massive Real Shock

The Covid-19 shock to the real economy in China, and now the world, is colossal. Asia is leading the downturn, both because the outbreak started in China, but also because of its...

Freya Beamish (Chief Asia Economist)22nd Mar 2020 20:10China+

24 Jan 2020 China's Economy is More Exposed to Deadly Disease now, than in 2003

We can't yet know how bad the spread of the coronavirus from the Chinese city of Wuhan will be.

Freya Beamish (Chief Asia Economist)23rd Jan 2020 19:10China+

15 Jan 2020 Chinese Trade Ends 2019 Strongly, but the Surplus Still is Narrowing

China's trade surplus jumped to a six-month high of $46.8B in December, from $37.6B in November, on the back of a strong increase in exports.

Freya Beamish (Chief Asia Economist)14th Jan 2020 19:10China+

8 Nov 2019 The RMB Rally is Understandable, but Let's not Over-egg it

The RMB has been on a tear, as expectations for a "Phase One" trade deal have firmed.

Freya Beamish (Chief Asia Economist)7th Nov 2019 19:10China+

6 Nov 2019 PBoC Wades in with a... 5bp MLF cut, it's Nowhere Near Enough

The PBoC finally moved yesterday, cutting its one-year MLF rate by 5bp to 3.25%, whilst replacing around RMB 400B of maturing loans.

Freya Beamish (Chief Asia Economist)5th Nov 2019 19:10China+

11 Oct 2019 No Light at the End of the Tunnel for Japan's Capex Slowdown

Business investment in Japan took a nasty hit in the third quarter.

Freya Beamish (Chief Asia Economist)10th Oct 2019 20:10China+

9 Oct 2019 Japan's Current Account Surplus will Begin Rebuilding in Q4

Japan's current account surplus has been broadly stable in absolute terms in the last couple of years, though it has retreated as a share of GDP.

Freya Beamish (Chief Asia Economist)8th Oct 2019 20:10China+

8 Oct 2019 PBoC Gives State-Owned Banks a Break Ahead of the 70th Anniversary

China was in lockdown ahead of the 70th Anniversary last week, as is typical around important political events.

Freya Beamish (Chief Asia Economist)7th Oct 2019 20:10China+

10 Sept 2019 China's Trade Story Looks Better, but is Still Weak, in Real Terms

China's August foreign trade data were nasty, on the face of it, with exports falling 1.0% year-over- year, after the 3.3% increase in July.

Freya Beamish (Chief Asia Economist)9th Sep 2019 20:10China+

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