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.

exporters

23 Aug 2022 China+ Monitor Global Demand is Fading Fast, and China Won't Ride to the Rescue

Early Korean export data suggest that global trade is still slowing, particularly if energy is excluded.

China’s Omicron lockdown and reopening distorted the data, but the underlying trend is clear, and grim.

Chinese easing efforts still look inadequate, but the central government is finally stepping in.

Craig BothamChina+

14 July 2022 The BoK Approaches the End of the Road with a Pre-emptive Hike

The BoK hiked by 50bp, but managed to sound dovish about the path ahead.

China’s trade balance hit a record surplus in June, driven by ongoing reopening dynamics.

Domestic demand is falling, with fiscal stimulus still too limited to provide a boost, rather than a floor.

Craig BothamChina+

22 June 2022 The Trade Boost from China's Reopening is Fading Already

Preliminary export data from Korea look terrible for global trade, but in reality are merely quite bad.

Distortions from China’s zero-Covid policies affect the data, with the reopening boost now fading.

The slowdown trend in exports is still intact, and will likely be echoed in global trade data for June.

Craig BothamChina+

10 May Trade Disruption Builds for China, as Restrictions Tighten

Zero-Covid caught up with Chinese exports in April, as inventories were exhausted...

...But demand played a role too, with higher energy prices dragging down trade with Japan and Europe.

The fundamental backdrop for the renminbi is deteriorating, highlighted by plunging FX reserves.

Craig BothamChina+

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Keywords for: China+ Documents

China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence