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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.
Only Small Firms Noticed the U.S. Stimulus, so far
4th May 2021 00:10China+
Fiscal 2021 inflation downgrade is partly due to mobile phone charge reweighting. Chinese profits are accelerating at the margin.
27th Apr 2021 16:12China+
BoJ Forecasts are Due an Upgrade; Lowballing is the Order of the Day
26th Apr 2021 00:10China+
What does PBoC Involvement in Huarong Mean for Normalisation
23rd Apr 2021 00:00China+
Commodity and House Prices are Top of the PBo
21st Apr 2021 00:00China+
Macroprudential Tools for Korea's Financial Risks, But for How Long
16th Apr 2021 00:00China+
Increased Household Saving Tendency Likely Continued in March
13th Apr 2021 00:10China+
China's PPI Could Peak Above 10% in the next Few Months
12th Apr 2021 00:10China+
Further BoJ Retreat from Abenomics, but Not Tightening
22nd Mar 2021 00:10China+
Congrats to the BoJ: It has achieved its long-held wish, without the smack of tightening
19th Mar 2021 14:29China+
The Three Most Likely Things to Emerge from the BoJ's Review
18th Mar 2021 00:00China+
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+
Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks
8th Mar 2021 00:10China+
3 Mar 2021 China's Two Sessions, Qualitative Targets and Fiscal Tightening
3rd Mar 2021 00:00China+
What are the Ripple Effects of the PBoC's Stage-One Tightening
22nd Feb 2021 13:16China+
Japan's Q4 GDP Print is Liable to be Revised Down
16th Feb 2021 00:10China+
China's Services Inflation will Leap Once Covid is Controlled
11th Feb 2021 00:00China+
China's 2021 Recovery is Back on Track, M1 Growth Rebounded
10th Feb 2021 00:00China+
Stress-testing our Theory of Further M1 Acceleration in Q1
8th Feb 2021 00:10China+
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