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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 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.
25th Jun 2021 00:00China+
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".
22nd Jun 2021 00:10China+
China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year.
17th Jun 2021 00:00China+
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.
16th Jun 2021 00:00China+
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,...
15th Jun 2021 00:10China+
Last year President Xi announced a new target for China, with the importance of GDP targeting diminishing.
14th Jun 2021 00:10China+
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+
It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.
8th Jun 2021 00:10China+
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+
Bottlenecks are restraining Chinese activity. Japan's Q4/Q1 GDP could be in for revisions. Korean exports show trade has slowed but not turned.
1st Jun 2021 14:38China+
Manufacturing PMIs Could Edge Higher this Month
28th May 2021 00:00China+
The BoK's Job is to Play it Cool While Uncertainty Remains High
26th May 2021 00:00China+
China's Reopening Story Remains in Tact Despite Slow M1 Growth
24th May 2021 00:10China+
PBoC in a holding pattern, for now. Japan's exports likely are lagging developments elsewhere in North East Asia
20th May 2021 15:55China+
Japan's Q1 Capex Disappoints, but Greater Optimism is Warranted
19th May 2021 00:00China+
Industry and Capex are Losing Steam, the Retail Wobble is Nothing
18th May 2021 00:10China+
What will Happen When Services Really get Going?
17th May 2021 00:10China+
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