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.

household spending

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+

13 May 2021 Fiscal Hawkishness is Tightening Monetary Conditions

Fiscal Hawkishness is Tightening Monetary Conditions

Freya Beamish (Chief Asia Economist)13th May 2021 00:00China+

10 May 2021 Exports are Softening, but a More Serious Correction is in the Cards

Exports are Softening, but a More Serious Correction is in the Cards

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

30 Mar 2021 The PMIs will Bounce in March, but the Hard Data will Pull Back

The PMIs will Bounce in March, but the Hard Data will Pull Back

Freya Beamish (Chief Asia Economist)30th Mar 2021 00:10China+

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+

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+

CHINA+ DATA WRAP 2.3.21

Japan's capex data points to Q4 GDP downgrade. Levitation in Korean manufacturing PMI continues, but not for long.

Freya Beamish (Chief Asia Economist)2nd Mar 2021 16:19China+

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)10th Feb 2021 00:00China+

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)8th Feb 2021 00:10China+

14 Jan 2021 China's December Money and Credit Numbers are Worrisome

China's December Money and Credit Numbers are Worrisome

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

5 Jan 2021 Caixin PMI Implies China's Small Firms Due a Further Correction

Caixin PMI Implies China's Small Firms Due a Further Correction

Miguel Chanco (Senior Asia Economist)24th Dec 2020 12:34China+

11 Dec 2020 China's Money Data Show no Real Cracks in the 2021 Recovery Story

China's latest money and credit data continue to reassure the PBoC that its job to secure the economy's recovery is done.

Miguel Chanco (Senior Asia Economist)11th Dec 2020 00:10China+

9 Dec 2020 Expect Japanese Consumption to Disappoint the Most this Quarter

Japan's GDP rebound in Q3 was upgraded to 5.3% quarter-on-quarter, from 5.0% in the preliminary report, representing a marginally sharper recovery from the revised 8.3%...

Miguel Chanco (Senior Asia Economist)9th Dec 2020 00:10China+

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