Pantheon Macroeconomics

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China+ Publications

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growth

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)7th Mar 2021 19:10China+

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)3rd Mar 2021 19:00China+

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)2nd Mar 2021 19:00China+

2 Mar 2021 China's February PMIs are Better than Billed, but are Softening

2 Mar 2021 China's February PMIs are Better than Billed, but are Softening

Freya Beamish (Chief Asia Economist)1st Mar 2021 19:10China+

1 Mar 2021 Chinese Liquidity has a lot to Say About Where Oil Prices will End up

1 Mar 2021 Chinese Liquidity has a lot to Say About Where Oil Prices will End up

Freya Beamish (Chief Asia Economist)28th Feb 2021 19:10China+

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 04:01China+

15 Feb 2021 PM2.5 Concentrations Help to Fill the Data Hungry Gap

PM2.5 Concentrations Help to Fill the Data Hungry Gap

Freya Beamish (Chief Asia Economist)14th Feb 2021 19:10China+

11 Feb 2021 China's Services Inflation will Leap Once Covid is Controlled

China's Services Inflation will Leap Once Covid is Controlled

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

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)9th Feb 2021 19:00China+

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)8th Feb 2021 19:10China+

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)7th Feb 2021 19:10China+

4 Feb 2021 China's FX Reserves Likely to Reveal Further Intervention in January

China's FX Reserves Likely to Reveal Further Intervention in January

Freya Beamish (Chief Asia Economist)3rd Feb 2021 19:00China+

28 Jan 2021 PBoC Overshoot Roils Markets; The Bank will Seek to Pacify Investors

PBoC Overshoot Roils Markets; The Bank will Seek to Pacify Investors

Freya Beamish (Chief Asia Economist)27th Jan 2021 19:00China+

25 Jan 2021 January Trade is Sluggish, but not Collapsing Under Covid Strain

We've been on the watch for signs of deterioration in foreign trade as a result of renewed anti-Covid restrictions both within Asian countries, causing logistical difficulties,...

Freya Beamish (Chief Asia Economist)24th Jan 2021 19:10China+

21 Jan 2021 The PBoC Shows its Hand Through its Open Market Operations

In the past couple of years, markets have begun to track PBoC moves much more tightly, as our first chart shows.

Freya Beamish (Chief Asia Economist)20th Jan 2021 19:00China+

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