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

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gdp report

7 May 2021 CPI Inflation will Soon Point to Higher Yields, But not Yet

CPI Inflation will Soon Point to Higher Yields, But not Yet

Freya Beamish (Chief Asia Economist)7th May 2021 00:00China+

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+

23 Apr 2021 What does PBoC Involvement in Huarong Mean for Normalisation

What does PBoC Involvement in Huarong Mean for Normalisation

Freya Beamish (Chief Asia Economist)23rd Apr 2021 00:00China+

19 Apr 2021 IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter

IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter

Freya Beamish (Chief Asia Economist)19th Apr 2021 00:10China+

CHINA+ DATA WRAP 16.4.21

We aren't at all convinced by the official q/q GDP growth slowdown.Factory output probably pulled back sharply in March m/m, but was strong in Q1 overall. Retail sales continue to...

Freya Beamish (Chief Asia Economist)16th Apr 2021 12:33China+

16 Apr 2021 Macroprudential Tools for Korea's Financial Risks, But for How Long

Macroprudential Tools for Korea's Financial Risks, But for How Long

Josh Evans16th Apr 2021 00:00China+

14 Apr 2021 More Zoom Booming in Q1 Means a Positive Net Export Contribution

More Zoom Booming in Q1 Means a Positive Net Export Contribution

Freya Beamish (Chief Asia Economist)14th Apr 2021 00:00China+

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+

6 Apr 2021 China's Fiscal Deficit is Close to Pre-crisis Levels, but...

China's Fiscal Deficit is Close to Pre-crisis Levels, but...

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

23 Mar 2021 Governor Yi Gang's Remarks Imply Steady as She Goes, Not a Cut

Governor Yi Gang's Remarks Imply Steady as She Goes, Not a Cut

Freya Beamish (Chief Asia Economist)23rd Mar 2021 00:10China+

15 Mar 2021 Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant

Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant

Freya Beamish (Chief Asia Economist)15th Mar 2021 00:10China+

11 Mar 2021 Disappointing M1 numbers, but Still a 2021 GDP growth Uptrend

Disappointing M1 numbers, but Still a 2021 GDP growth Uptrend

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

10 Mar 2021 Japan's Q1 Contraction will Still be Sizeable, Despite Q4 Downgrade

Japan's Q1 Contraction will Still be Sizeable, Despite Q4 Downgrade

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

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+

8 Mar 2021 2021 Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks

Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks

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

4 Mar 2021 Caixin Services PMI Overstates the February Pain

The Caixin services PMI fell to 51.5 in February, from 52.0 in January.

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

3 Mar 2021 China's Two Sessions, Qualitative Targets and Fiscal Tightening

3 Mar 2021 China's Two Sessions, Qualitative Targets and Fiscal Tightening

Freya Beamish (Chief Asia Economist)3rd Mar 2021 00:00China+

26 Feb 2021 BoK Leaves Itself Space for a GDP Upgrade... and Normalisation

The BoK left the Base Rate unchanged at 0.50% for the intermeeting period, by a unanimous decision.

Freya Beamish (Chief Asia Economist)26th Feb 2021 09:01China+

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