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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.
Q2 CPI inflation exceeded the MPC's one-quarter ahead forecast by the most for 13 years... ...But only two members have implied they will vote to end QE; pushback from the...
Our analysis reveals that GDP growth in the first half may have been significantly stronger than billed. In particular, the household savings rate dropped sharply, back to...
Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
Jury still out on Q2 GDP growth. Retail sales stabilised in June, but the recovery remains on hold. Industrial production still lacks infrastructure...
Chinese exports surprised to the upside in June, with growth picking up to 32.2% year-over-year, from 27.9% in May.
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...
It's easy to fall into the trap of thinking that the Chinese monetary authorities are shifting to a broad-based easing stance.
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.
China analysts have a not-so-secret weapon; credit and money trends are very good leading indicators of GDP growth. At the moment, the signal from those indicators is worrying.
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 potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.
China's official manufacturing PMI looks exposed in the context of the recent softening of regional trade flows. Korean 20-day export growth for June slowed to 29.4%...
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.
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".
China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year.
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