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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.
Fiscal Hawkishness is Tightening Monetary Conditions
13th May 2021 00:00China+
What does PBoC Involvement in Huarong Mean for Normalisation
23rd Apr 2021 00:00China+
Governor Yi Gang's Remarks Imply Steady as She Goes, Not a Cut
23rd Mar 2021 00:10China+
Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant
15th Mar 2021 00:10China+
Disappointing M1 numbers, but Still a 2021 GDP growth Uptrend
11th 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+
In one line: The Bank is re-anchoring markets at the reverse repo rate; Korean exports continue to defy Covid blues
22nd Feb 2021 09:25China+
PM2.5 Concentrations Help to Fill the Data Hungry Gap
15th Feb 2021 00:10China+
China's FX Reserves Likely to Reveal Further Intervention in January
4th Feb 2021 00:00China+
In the past couple of years, markets have begun to track PBoC moves much more tightly, as our first chart shows.
21st Jan 2021 00:00China+
Will China be too Hasty with Policy Normalisation?
19th Jan 2021 00:10China+
China's official manufacturing PMI was little changed, at 51.9 in December, compared with 52.1 in November.
24th Dec 2020 12:32China+
China plays a pivotal role in the global inflation outlook.
24th Dec 2020 00:10China+
Japan's flash Jibun Bank PMIs for December were mixed, but they broadly confirm the significant moderation in GDP growth in the current quarter.
16th Dec 2020 22:40China+
Korea's 20-day trade data for November are one of the first real health checks for global trade since Covid-19 started again to sweep through Europe and the U.S.
24th Nov 2020 00:10China+
Japan's GDP report for the third quarter, due on Monday, is likely to show that the economy rebounded by 5.2% quarter-on-quarter, following the 7.9% collapse in Q2.
13th Nov 2020 00:10China+
October is likely to be as good as it gets for Chinese exporters for some time, with Covid-19 sweeping through developed markets once again.
9th Nov 2020 22:00China+
The Bank of Japan yesterday left its -0.10% policy balance rate and ten-year yield target of "around zero" unchanged, as widely expected.
29th Oct 2020 18:10China+
Korea is officially out of recession, with GDP rising by 1.9% quarter-on-quarter in Q3, following the 3.2% plunge in Q2.
27th Oct 2020 18:10China+
India's government has been on a reform drive in recent weeks, with the agricultural sector and the labour market undergoing significant liberalisation.
25th Sep 2020 00:10China+
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