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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
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Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
Jury still out on Q2 GDP growth. Retail sales stabilised in June, but the recovery remains on hold. Industrial production still lacks infrastructure...
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...
Energy inflation is not straightforward to forecast in China, thanks to the lack of clarity over the CPI weights.
China's on-balance sheet government deficit has recovered fast since the initial Covid hit early last year, reaching a seasonally adjusted 3.9% of GDP in Q1, on our calculations,...
Caixin PMI held back by Covid in the south of China. Tankan points to capex bright spot. Korean export trend slows. Korea's PMI signifies divergence with China.
Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's.
Caixin PMI held back by Covid in the south of China. Tankan points to capex bright spot. Korean export trend slows. Korea's PMI signifies divergence with China.
The official manufacturing PMI indicates that bottlenecks remain a problem.
Slightly less support from the secondary market, but rises are robust.
PPI inflation will edge higher and stay lofty through H2. Swine flu ironically is holding back CPI inflation. Machine tool orders could suggest stockpiling.
It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
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.
PBoC in a holding pattern, for now. Japan's exports likely are lagging developments elsewhere in North East Asia
Industrial production continues to correct down m/m FAI growth continues to slow Retail sales correct, but recovery still on track Inflation is driving investors...
Only Small Firms Noticed the U.S. Stimulus, so far
BoJ Forecasts are Due an Upgrade; Lowballing is the Order of the Day
We aren't at all convinced by the official q/q GDP growth slowdown.Factory output probably pulled back sharply in March m/m, but was strong in Q1 overall. Retail sales continue to...
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