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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.
It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.
8th Jun 2021 00:10China+
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
4th Jun 2021 00:00China+
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
2nd Jun 2021 00:00China+
In one line: Bottlenecks are restraining Chinese activity.
1st Jun 2021 14:38China+
Bottlenecks are restraining Chinese activity. Japan's Q4/Q1 GDP could be in for revisions. Korean exports show trade has slowed but not turned.
1st Jun 2021 14:38China+
Manufacturing PMIs Could Edge Higher this Month
28th May 2021 00:00China+
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...
27th May 2021 16:11China+
The BoK's Job is to Play it Cool While Uncertainty Remains High
26th May 2021 00:00China+
China's Reopening Story Remains in Tact Despite Slow M1 Growth
24th May 2021 00:10China+
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...
21st May 2021 15:06China+
CPI inflation, April, Japan, Manufacturing PMI, May, Japan, 20-day exports, May, Korea 2021
21st May 2021 15:02China+
Questions are Being Answered for China, but Some Remain
21st May 2021 00:10China+
Japan's Q1 Capex Disappoints, but Greater Optimism is Warranted
19th May 2021 00:00China+
Exports are Softening, but a More Serious Correction is in the Cards
10th May 2021 00:10China+
The PBoC's Digital Yuan is Just Another Way of Keeping Control
6th May 2021 00:00China+
The Trade Surplus Likely Began a Downshift in April
5th May 2021 00:00China+
Will U.S. Stimulus Show up in China's April PMIs
29th Apr 2021 00:00China+
BoJ Forecasts are Due an Upgrade; Lowballing is the Order of the Day
26th Apr 2021 00:10China+
Ignore the base effect; Korean exports deteriorated in April
21st Apr 2021 15:01China+
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