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.

net trade

CHINA+ DATA WRAP 7.5.21

Trade's day of reckoning is in its infancy. Services power ahead.

Freya Beamish (Chief Asia Economist)7th May 2021 17:33China+

6 May 2021 The PBoC's Digital Yuan is Just Another Way of Keeping Control

The PBoC's Digital Yuan is Just Another Way of Keeping Control

Freya Beamish (Chief Asia Economist)6th May 2021 00:00China+

28 Apr 2021 Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Freya Beamish (Chief Asia Economist)28th Apr 2021 00:00China+

26 Apr 2021 BoJ Forecasts are Due an Upgrade; Lowballing is the Order of the Day

BoJ Forecasts are Due an Upgrade; Lowballing is the Order of the Day

Freya Beamish (Chief Asia Economist)26th Apr 2021 00:10China+

19 Apr 2021 IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter

IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter

Freya Beamish (Chief Asia Economist)19th Apr 2021 00:10China+

14 Apr 2021 More Zoom Booming in Q1 Means a Positive Net Export Contribution

More Zoom Booming in Q1 Means a Positive Net Export Contribution

Freya Beamish (Chief Asia Economist)14th Apr 2021 00:00China+

9 Apr 2021 China Facilitated the Global Goods Recovery, but that is Now Complete

China Facilitated the Global Goods Recovery, but that is Now Complete

Freya Beamish (Chief Asia Economist)9th Apr 2021 00:00China+

6 Apr 2021 China's Fiscal Deficit is Close to Pre-crisis Levels, but...

China's Fiscal Deficit is Close to Pre-crisis Levels, but...

Freya Beamish (Chief Asia Economist)6th Apr 2021 00:10China+

CHINA+ DATA WRAP 1.4.21

The March signal from China's Caixin manufacturing gauge likely holds more weight Korean trade data fire a clearer warning shot regarding the March pullback in Chinese...

Miguel Chanco (Senior Asia Economist)1st Apr 2021 08:22China+

12 Mar 2021 Don't Underestimate Base Effects in China's February Activity Data

Don't Underestimate Base Effects in China's February Activity Data

Freya Beamish (Chief Asia Economist)12th Mar 2021 00:00China+

11 Mar 2021 Disappointing M1 numbers, but Still a 2021 GDP growth Uptrend

Disappointing M1 numbers, but Still a 2021 GDP growth Uptrend

Freya Beamish (Chief Asia Economist)11th Mar 2021 00:00China+

10 Mar 2021 Japan's Q1 Contraction will Still be Sizeable, Despite Q4 Downgrade

Japan's Q1 Contraction will Still be Sizeable, Despite Q4 Downgrade

Freya Beamish (Chief Asia Economist)10th Mar 2021 00:00China+

9 Mar 2021 China's Trade Boosted by Travel Curbs and Covid Resurgence

China's Trade Boosted by Travel Curbs and Covid Resurgence

Freya Beamish (Chief Asia Economist)9th Mar 2021 00:10China+

8 Mar 2021 2021 Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks

Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks

Freya Beamish (Chief Asia Economist)8th Mar 2021 00:10China+

4 Mar 2021 Caixin Services PMI Overstates the February Pain

The Caixin services PMI fell to 51.5 in February, from 52.0 in January.

Freya Beamish (Chief Asia Economist)4th Mar 2021 00:00China+

3 Mar 2021 China's Two Sessions, Qualitative Targets and Fiscal Tightening

3 Mar 2021 China's Two Sessions, Qualitative Targets and Fiscal Tightening

Freya Beamish (Chief Asia Economist)3rd Mar 2021 00:00China+

2 Mar 2021 China's February PMIs are Better than Billed, but are Softening

2 Mar 2021 China's February PMIs are Better than Billed, but are Softening

Freya Beamish (Chief Asia Economist)2nd Mar 2021 00:10China+

26 Feb 2021 Lunar New Year saw a Huge Bifurcation in the Services Sector

Lunar New Year saw a Huge Bifurcation in the Services Sector

Freya Beamish (Chief Asia Economist)26th Feb 2021 00:00China+

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