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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
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Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.
The PBoC followed through with a Reserve Requirement Ratio cut of 0.5 percentage points on Friday, hot on the heels of a strong hint to do so from the State Council meeting...
Energy inflation is not straightforward to forecast in China, thanks to the lack of clarity over the CPI weights.
China's on-balance sheet government deficit has recovered fast since the initial Covid hit early last year, reaching a seasonally adjusted 3.9% of GDP in Q1, on our calculations,...
Caixin PMI held back by Covid in the south of China. Tankan points to capex bright spot. Korean export trend slows. Korea's PMI signifies divergence with China.
Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's.
Caixin PMI held back by Covid in the south of China. Tankan points to capex bright spot. Korean export trend slows. Korea's PMI signifies divergence with China.
The official manufacturing PMI indicates that bottlenecks remain a problem.
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".
The PBoC Can't Ignore Sky-High PPI Inflation
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.
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
China's official manufacturing PMI was little changed at 51.0 in May, after April's 51.1, with the index remaining oblivious to U.S. stimulus efforts and in recent months.
Manufacturing PMIs Could Edge Higher this Month
Exports are Softening, but a More Serious Correction is in the Cards
CPI Inflation will Soon Point to Higher Yields, But not Yet
The PBoC's Digital Yuan is Just Another Way of Keeping Control
Only Small Firms Noticed the U.S. Stimulus, so far
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