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.

exports

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+

4 June 2021 Did the U.S. Stimulus Give the Trade Cycle a Final Boost in May

Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy. 

Freya Beamish (Chief Asia Economist)4th Jun 2021 00:00China+

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+

CHINA+ DATA WRAP 1.6.21

Bottlenecks are restraining Chinese activity. Japan's Q4/Q1 GDP could be in for revisions. Korean exports show trade has slowed but not turned.

Freya Beamish (Chief Asia Economist)1st Jun 2021 14:38China+

CHINA+ DATA WRAP 27.5.21

Communication is dominated Japan CPI inflation in April. Japan's manufacturing PMI looks safe from further falls for now. Korean exports provide hope of U.S. stimulus...

Freya Beamish (Chief Asia Economist)27th May 2021 16:11China+

26 May 2021 The BoK's Job is to Play it Cool While Uncertainty Remains High

The BoK's Job is to Play it Cool While Uncertainty Remains High

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

24 May 2021 China's Reopening Story Remains in Tact Despite Slow M1 Growth

China's Reopening Story Remains in Tact Despite Slow M1 Growth

Freya Beamish (Chief Asia Economist)24th May 2021 00:10China+

CHINA+ DATA WRAP 21.5.21

Communication is dominated Japan CPI inflation in April. Japan's manufacturing PMI looks safe from further falls for now. Korean exports provide hope of U.S. stimulus...

Freya Beamish (Chief Asia Economist)21st May 2021 15:06China+

China+ Datanote: CPI inflation, April, Japan; Manufacturing PMI, May, Japan; 20-day exports, May, Korea 2021

CPI inflation, April, Japan, Manufacturing PMI, May, Japan, 20-day exports, May, Korea 2021

Freya Beamish (Chief Asia Economist)21st May 2021 15:02China+

21 May 2021 Questions are Being Answered for China, but Some Remain

Questions are Being Answered for China, but Some Remain

Freya Beamish (Chief Asia Economist)21st May 2021 00:10China+

19 May 2021 Japan's Q1 Capex Disappoints, but Greater Optimism is Warranted

Japan's Q1 Capex Disappoints, but Greater Optimism is Warranted

Freya Beamish (Chief Asia Economist)19th May 2021 00:00China+

10 May 2021 Exports are Softening, but a More Serious Correction is in the Cards

Exports are Softening, but a More Serious Correction is in the Cards

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

6 May 2021 The PBoC's Digital Yuan is Just Another Way of Keeping Control

The PBoC's Digital Yuan is Just Another Way of Keeping Control

Freya Beamish (Chief Asia Economist)6th May 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 21.4.21

Ignore the base effect; Korean exports deteriorated in April

Freya Beamish (Chief Asia Economist)21st Apr 2021 15:01China+

CHINA+ DATA WRAP 19.4.21

Strong end to Q1 for Japanese exports

Peter Bennett19th Apr 2021 09:54China+

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