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.

manufacturing pmi

CHINA+ DATA WRAP 23.6.21

Japan's PMI is telling an old story.

Freya Beamish (Chief Asia Economist)23rd Jun 2021 16:39China+

17 June 2021 China Drops the Baton in the Switch From Manufacturing to Services

China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year. 

Freya Beamish (Chief Asia Economist)17th 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+

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+

CHINA+ DATA WRAP 3.6.21

A slight softening; price pressure building

Freya Beamish (Chief Asia Economist)3rd Jun 2021 16:02China+

2 June 2021 Bottlenecks are Biting in the North East Asian Supply Chain

China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.

Freya Beamish (Chief Asia Economist)2nd Jun 2021 00:00China+

CHINA+ DATA WRAP 1.6.21

Bottlenecks are restraining Chinese activity. Japan's Q4/Q1 GDP could be in for revisions. Korean exports show trade has slowed but not turned.

Freya Beamish (Chief Asia Economist)1st Jun 2021 14:38China+

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+

CHINA+ DATA WRAP 27.5.21

Communication is dominated Japan CPI inflation in April. Japan's manufacturing PMI looks safe from further falls for now. Korean exports provide hope of U.S. stimulus...

Freya Beamish (Chief Asia Economist)27th May 2021 16:11China+

CHINA+ DATA WRAP 21.5.21

Communication is dominated Japan CPI inflation in April. Japan's manufacturing PMI looks safe from further falls for now. Korean exports provide hope of U.S. stimulus...

Freya Beamish (Chief Asia Economist)21st May 2021 15:06China+

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+

19 May 2021 Japan's Q1 Capex Disappoints, but Greater Optimism is Warranted

Japan's Q1 Capex Disappoints, but Greater Optimism is Warranted

Freya Beamish (Chief Asia Economist)19th May 2021 00:00China+

18 May 2021 Industry and Capex are Losing Steam, the Retail Wobble is Nothing

Industry and Capex are Losing Steam, the Retail Wobble is Nothing

Freya Beamish (Chief Asia Economist)18th 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+

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