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.

forecasts

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+

13 Apr 2021 Increased Household Saving Tendency Likely Continued in March

Increased Household Saving Tendency Likely Continued in March

Freya Beamish (Chief Asia Economist)13th Apr 2021 00:10China+

12 Apr 2021 China's PPI Could Peak Above 10% in the next Few Months

China's PPI Could Peak Above 10% in the next Few Months

Freya Beamish (Chief Asia Economist)12th Apr 2021 00:10China+

12 Mar 2021 Don't Underestimate Base Effects in China's February Activity Data

Don't Underestimate Base Effects in China's February Activity Data

Freya Beamish (Chief Asia Economist)12th Mar 2021 00:00China+

24 Feb 2021 Governor Lee Sounds Confident, and the Data Back him up

24 Feb 2021 Governor Lee Sounds Confident, and the Data Back him up

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

10 Feb 2021 China's 2021 Recovery is Back on Track, M1 Growth Rebounded

China's 2021 Recovery is Back on Track, M1 Growth Rebounded

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

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)9th Feb 2021 00:10China+

8 Feb 2021 Stress-testing our Theory of Further M1 Acceleration in Q1

Stress-testing our Theory of Further M1 Acceleration in Q1

Freya Beamish (Chief Asia Economist)8th Feb 2021 00:10China+

CHINA+ DATA WRAP 21.1.21

Bank of Japan GDP forecast, Japan exports, Korea 20-day exports

Freya Beamish (Chief Asia Economist)21st Jan 2021 16:02China+

13 Jan 2021 China's 2020 GDP Number Likely will see Significant Revisions

China's 2020 GDP Number Likely will see Significant Revisions

Freya Beamish (Chief Asia Economist)13th Jan 2021 00:00China+

11 Jan 2021 Rising Commodity Prices will soon Show up in China's Trade Figures

Rising Commodity Prices will soon Show up in China's Trade Figures

Freya Beamish (Chief Asia Economist)11th Jan 2021 00:10China+

6 Jan 2021 Last Year's BoJ Splurge was no Abenomics Re-run

BoJ support has sent monetary aggregates through the roof.

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

24 Dec 2020 Is China Santa or the Grinch in the Global Inflation Outlook

China plays a pivotal role in the global inflation outlook.

Miguel Chanco (Senior Asia Economist)24th Dec 2020 00:10China+

14 Dec 2020 Where are the Potential Surprises in Asia at the Turn of the Year?

As we head into 2021, a number of potential surprises--both positive and negative--could throw our full-year forecasts for Asia out of whack early in the year.

Miguel Chanco (Senior Asia Economist)14th Dec 2020 00:10China+

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