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.

growth

25 June 2021 The Larger PBoC Reverse Repo Injection is Just Housekeeping

The PBoC injected RMB 30B through seven-day reverse repos yesterday, breaking with the more than three-month stretch in which the Bank routinely injected just RMB 10B.

Freya Beamish (Chief Asia Economist)25th Jun 2021 00:00China+

22 June 2021 The PBoC will Continue with its Balancing Act, For Now

The PBoC continues to hold off on tightening, as it waits for something closer to herd immunity, and to see how the economy responds to "freedom".

Freya Beamish (Chief Asia Economist)22nd Jun 2021 00:10China+

17 June 2021 China Drops the Baton in the Switch From Manufacturing to Services

China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year. 

Freya Beamish (Chief Asia Economist)17th Jun 2021 00:00China+

16 June 2021 The BoJ has Ended QE Already, the Loan Programme will be Extended

The BoJ meeting this week could be live, with an extension of the Special Funds Supplying operation, likely to March next year, from September currently.

Freya Beamish (Chief Asia Economist)16th Jun 2021 00:00China+

15 June 2021 Local Government Spending is Reviving... Begrudgingly

We expect China's May activity data on Wednesday to lead to talk of slowdown, with the year- over-year growth rates for industrial production, retail sales, and the year-to-date,...

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

14 June 2021 What Do China's Emissions Targets Mean for Policy this Year?

Last year President Xi announced a new target for China, with the importance of GDP targeting diminishing.

Freya Beamish (Chief Asia Economist)14th Jun 2021 00:10China+

11 June 2021 Monetary Conditions Finally Look to be Stabilising

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...

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

8 June 2021 China is Exposed to a Double Whammy Against Exports

It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.

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

7 June 2021 Having Your Cake and Eating it as the Household Savings Rate Falls

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.

Freya Beamish (Chief Asia Economist)7th Jun 2021 00:10China+

4 June 2021 Did the U.S. Stimulus Give the Trade Cycle a Final Boost in May

Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy. 

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

2 June 2021 Bottlenecks are Biting in the North East Asian Supply Chain

China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.

Freya Beamish (Chief Asia Economist)2nd Jun 2021 00:00China+

CHINA+ DATA WRAP 1.6.21

Bottlenecks are restraining Chinese activity. Japan's Q4/Q1 GDP could be in for revisions. Korean exports show trade has slowed but not turned.

Freya Beamish (Chief Asia Economist)1st Jun 2021 14:38China+

26 May 2021 The BoK's Job is to Play it Cool While Uncertainty Remains High

The BoK's Job is to Play it Cool While Uncertainty Remains High

Freya Beamish (Chief Asia Economist)26th May 2021 00:00China+

24 May 2021 China's Reopening Story Remains in Tact Despite Slow M1 Growth

China's Reopening Story Remains in Tact Despite Slow M1 Growth

Freya Beamish (Chief Asia Economist)24th May 2021 00:10China+

CHINA+ DATA WRAP 20.5.21

PBoC in a holding pattern, for now.  Japan's exports likely are lagging developments elsewhere in North East Asia

Freya Beamish (Chief Asia Economist)20th May 2021 15:55China+

19 May 2021 Japan's Q1 Capex Disappoints, but Greater Optimism is Warranted

Japan's Q1 Capex Disappoints, but Greater Optimism is Warranted

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

18 May 2021 Industry and Capex are Losing Steam, the Retail Wobble is Nothing

Industry and Capex are Losing Steam, the Retail Wobble is Nothing

Freya Beamish (Chief Asia Economist)18th May 2021 00:10China+

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