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.

inflation

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+

21 June 2021 The BoJ's New Fund-Provisioning Programme will be Different

The Bank made a surprise announcement at its meeting last week.

Freya Beamish (Chief Asia Economist)21st Jun 2021 00:10China+

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+

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+

CHINA+ DATA WRAP 9.6.21

PPI inflation will edge higher and stay lofty through H2. Swine flu ironically is holding back CPI inflation. Machine tool orders could suggest stockpiling.

Freya Beamish (Chief Asia Economist)9th Jun 2021 16:23China+

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+

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+

1 June 2021 The PMI Suggests PPI Inflation Likely Jumped Again in May

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.

Freya Beamish (Chief Asia Economist)1st Jun 2021 00:10China+

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+ Datanote: CPI inflation, April, Japan; Manufacturing PMI, May, Japan; 20-day exports, May, Korea 2021

CPI inflation, April, Japan, Manufacturing PMI, May, Japan, 20-day exports, May, Korea 2021

Freya Beamish (Chief Asia Economist)21st May 2021 15:02China+

21 May 2021 Questions are Being Answered for China, but Some Remain

Questions are Being Answered for China, but Some Remain

Freya Beamish (Chief Asia Economist)21st May 2021 00:10China+

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+

12 May 2021 Are Chinese Firms Running out of Cash to Support Commodities

Are Chinese Firms Running out of Cash to Support Commodities

Freya Beamish (Chief Asia Economist)12th May 2021 00:00China+

CHINA+ DATA WRAP 11.5.21

Commodities prices leading the way. CPI services inflation is starting to recover.

Freya Beamish (Chief Asia Economist)11th May 2021 15:12China+

7 May 2021 CPI Inflation will Soon Point to Higher Yields, But not Yet

CPI Inflation will Soon Point to Higher Yields, But not Yet

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

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