- © 2020 Pantheon Macroeconomics
- Tel: +1 914 610 3830
Best viewed on a device with a bigger screen...
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...
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.
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...
Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's.
The potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.
We expect China's May activity data on Wednesday to lead to talk of slowdown, with the year- over-year growth rates for industrial production, retail sales, and the year-to-date,...
The PBoC Can't Ignore Sky-High PPI Inflation
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
Questions are Being Answered for China, but Some Remain
Fiscal Hawkishness is Tightening Monetary Conditions
What does PBoC Involvement in Huarong Mean for Normalisation
Governor Yi Gang's Remarks Imply Steady as She Goes, Not a Cut
Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant
Disappointing M1 numbers, but Still a 2021 GDP growth Uptrend
1 Mar 2021 Chinese Liquidity has a lot to Say About Where Oil Prices will End up
In one line: The Bank is re-anchoring markets at the reverse repo rate; Korean exports continue to defy Covid blues
PM2.5 Concentrations Help to Fill the Data Hungry Gap
China's FX Reserves Likely to Reveal Further Intervention in January
In the past couple of years, markets have begun to track PBoC moves much more tightly, as our first chart shows.
Will China be too Hasty with Policy Normalisation?
Change View: List Small Grid
Filter by Keyword
Filter by Publication Type
Filter by Author
Global Publications Only
Filter by Date
China+ Document Vault,