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.

export orders

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)16th Jul 2021 00:00China+

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)8th Jul 2021 00:00China+

6 July 2021 Local Government Expenditure will Soon Pick up, but Soon Enough?

China's on-balance sheet government deficit has recovered fast since the initial Covid hit early last year, reaching a seasonally adjusted 3.9% of GDP in Q1, on our calculations,...

Freya Beamish (Chief Asia Economist)6th Jul 2021 00:10China+

CHINA+ DATA WRAP 5.7.21

Caixin PMI held back by Covid in the south of China. Tankan points to capex bright spot. Korean export trend slows. Korea's PMI signifies divergence with China.

Peter Bennett5th Jul 2021 11:05China+

2 July 2021 Chinese Manufacturing is Underperforming; Variants or Reversal

Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's. 

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

CHINA+ DATA WRAP 1.7.21

Caixin PMI held back by Covid in the south of China. Tankan points to capex bright spot. Korean export trend slows. Korea's PMI signifies divergence with China.

Freya Beamish (Chief Asia Economist)1st Jul 2021 16:00China+

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)1st Jul 2021 00:00China+

CHINA+ DATA WRAP 9.6.21

PPI inflation will edge higher and stay lofty through H2. Swine flu ironically is holding back CPI inflation. Machine tool orders could suggest stockpiling.

Freya Beamish (Chief Asia Economist)9th Jun 2021 16:23China+

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)8th Jun 2021 00:10China+

2 June 2021 Bottlenecks are Biting in the North East Asian Supply Chain

China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.

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

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)1st Jun 2021 00:10China+

CHINA+ DATA WRAP 20.5.21

PBoC in a holding pattern, for now.  Japan's exports likely are lagging developments elsewhere in North East Asia

Freya Beamish (Chief Asia Economist)20th May 2021 15:55China+

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+

9 Apr 2021 China Facilitated the Global Goods Recovery, but that is Now Complete

China Facilitated the Global Goods Recovery, but that is Now Complete

Freya Beamish (Chief Asia Economist)9th 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+

16 Mar 2021 China's Supply-Demand Mismatch is Rebuilding, but it's Temporary

China's Supply-Demand Mismatch is Rebuilding, but it's Temporary

Freya Beamish (Chief Asia Economist)16th Mar 2021 00:10China+

CHINA+ DATA WRAP 9.3.21

Japan cleared more inventory ahead of state of emergency

Freya Beamish (Chief Asia Economist)9th Mar 2021 16:11China+

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+

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