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.

liquidity

23 July 2021 PBoC RRR Cut versus Fed Taper is a False Dichotomy

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.

Freya Beamish (Chief Asia Economist)23rd Jul 2021 00:00China+

15 July 2021 Supporting Green Finance Could Become a Major BoJ Policy Plank

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.

Freya Beamish (Chief Asia Economist)15th Jul 2021 00:00China+

12 July 2021 The RRR Cut was About Managing Interbank Liquidity

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...

Freya Beamish (Chief Asia Economist)12th Jul 2021 00:10China+

9 July 2021 An RRR Cut Addresses Immediate Problems, it's not a Broad Easing

It's easy to fall into the trap of thinking that the Chinese monetary authorities are shifting to a broad-based easing stance.

Freya Beamish (Chief Asia Economist)9th Jul 2021 00:00China+

29 June 2021 Don't Write off a Consumer Spending Pop Just Yet

The potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.

Freya Beamish (Chief Asia Economist)29th Jun 2021 00:10China+

25 June 2021 The Larger PBoC Reverse Repo Injection is Just Housekeeping

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.

Freya Beamish (Chief Asia Economist)25th Jun 2021 00:00China+

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+

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+

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+

6 May 2021 The PBoC's Digital Yuan is Just Another Way of Keeping Control

The PBoC's Digital Yuan is Just Another Way of Keeping Control

Freya Beamish (Chief Asia Economist)6th May 2021 00:00China+

23 Apr 2021 What does PBoC Involvement in Huarong Mean for Normalisation

What does PBoC Involvement in Huarong Mean for Normalisation

Freya Beamish (Chief Asia Economist)23rd Apr 2021 00:00China+

8 Apr 2021 When will China's Services Inflation Begin to Gain Traction

When will China's Services Inflation Begin to Gain Traction

Freya Beamish (Chief Asia Economist)8th Apr 2021 00:00China+

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+

23 Mar 2021 Governor Yi Gang's Remarks Imply Steady as She Goes, Not a Cut

Governor Yi Gang's Remarks Imply Steady as She Goes, Not a Cut

Freya Beamish (Chief Asia Economist)23rd Mar 2021 00:10China+

18 Mar 2021 The Three Most Likely Things to Emerge from the BoJ's Review

The Three Most Likely Things to Emerge from the BoJ's Review

Freya Beamish (Chief Asia Economist)18th Mar 2021 00:00China+

1 Mar 2021 Chinese Liquidity has a lot to Say About Where Oil Prices will End up

1 Mar 2021 Chinese Liquidity has a lot to Say About Where Oil Prices will End up

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

23 February 2021 What are the Ripple Effects of the PBoC's Stage-One Tightening

What are the Ripple Effects of the PBoC's Stage-One Tightening

Freya Beamish (Chief Asia Economist)22nd Feb 2021 13:16China+

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