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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.
From all the PBoC's vast toolbox, the most important thing right now is the clues to be gleaned over intentions on rates from open market operations.
23rd Jul 2021 00:00China+
The BoJ's policy meeting on Friday is set to provide an outline of the fund-provisioning scheme, announced at its June meeting, to support green finance.
15th Jul 2021 00:00China+
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...
12th Jul 2021 00:10China+
It's easy to fall into the trap of thinking that the Chinese monetary authorities are shifting to a broad-based easing stance.
9th Jul 2021 00:00China+
The potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.
29th Jun 2021 00:10China+
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+
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+
Manufacturing PMIs Could Edge Higher this Month
28th May 2021 00:00China+
Questions are Being Answered for China, but Some Remain
21st May 2021 00:10China+
Are Chinese Firms Running out of Cash to Support Commodities
12th May 2021 00:00China+
The PBoC's Digital Yuan is Just Another Way of Keeping Control
6th May 2021 00:00China+
What does PBoC Involvement in Huarong Mean for Normalisation
23rd Apr 2021 00:00China+
Huarong will have More Luck than Beleaguered LGFVs
16th Apr 2021 00:00China+
When will China's Services Inflation Begin to Gain Traction
8th Apr 2021 00:00China+
The PMIs will Bounce in March, but the Hard Data will Pull Back
30th Mar 2021 00:10China+
Governor Yi Gang's Remarks Imply Steady as She Goes, Not a Cut
23rd Mar 2021 00:10China+
The Three Most Likely Things to Emerge from the BoJ's Review
18th Mar 2021 00:00China+
1 Mar 2021 Chinese Liquidity has a lot to Say About Where Oil Prices will End up
1st Mar 2021 00:10China+
What are the Ripple Effects of the PBoC's Stage-One Tightening
22nd Feb 2021 13:16China+
CN 29 Jan 2021
29th Jan 2021 00:00China+
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