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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.
The PBoC has had its foot off the brake for most of this year so far, following tightening through the second half of 2020, culminating in its efforts to shake out speculative...
11th Jun 2021 00:00China+
The PBoC Can't Ignore Sky-High PPI Inflation
10th Jun 2021 00:00China+
Japan has been a laggard in the vaccine race, with the virus keeping the economy on a weak footing into this quarter and the next.
9th Jun 2021 00:00China+
China is at a critical point in the recovery. The economy is switching lanes from the supply-led, export-supported manufacturing surge to consumer and services drivers.
7th 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+
China's Reopening Story Remains in Tact Despite Slow M1 Growth
24th May 2021 00:10China+
Industry and Capex are Losing Steam, the Retail Wobble is Nothing
18th May 2021 00:10China+
Fiscal Hawkishness is Tightening Monetary Conditions
13th May 2021 00:00China+
Are Chinese Firms Running out of Cash to Support Commodities
12th May 2021 00:00China+
Exports are Softening, but a More Serious Correction is in the Cards
10th May 2021 00:10China+
CPI Inflation will Soon Point to Higher Yields, But not Yet
7th May 2021 00:00China+
The PBoC's Digital Yuan is Just Another Way of Keeping Control
6th May 2021 00:00China+
Only Small Firms Noticed the U.S. Stimulus, so far
4th May 2021 00:10China+
Will U.S. Stimulus Show up in China's April PMIs
29th Apr 2021 00:00China+
What does PBoC Involvement in Huarong Mean for Normalisation
23rd Apr 2021 00:00China+
IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter
19th Apr 2021 00:10China+
Huarong will have More Luck than Beleaguered LGFVs
16th Apr 2021 00:00China+
Macroprudential Tools for Korea's Financial Risks, But for How Long
16th Apr 2021 00:00China+
More Zoom Booming in Q1 Means a Positive Net Export Contribution
14th Apr 2021 00:00China+
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