Pantheon Macroeconomics

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China+ Publications

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24 Feb 2021 Governor Lee Sounds Confident, and the Data Back him up

24 Feb 2021 Governor Lee Sounds Confident, and the Data Back him up

Freya Beamish (Chief Asia Economist)23rd Feb 2021 19:00China+

23 February 2021 What are the Ripple Effects of the PBoC's Stage-One Tightening

What are the Ripple Effects of the PBoC's Stage-One Tightening

Freya Beamish (Chief Asia Economist)22nd Feb 2021 08:16China+

22 Feb 2021 China's Current Account Could Flip to Deficit if the Virus is Controlled

China's Current Account Could Flip to Deficit if the Virus is Controlled

Freya Beamish (Chief Asia Economist)21st Feb 2021 19:10China+

15 Feb 2021 PM2.5 Concentrations Help to Fill the Data Hungry Gap

PM2.5 Concentrations Help to Fill the Data Hungry Gap

Freya Beamish (Chief Asia Economist)14th Feb 2021 19:10China+

11 Feb 2021 China's Services Inflation will Leap Once Covid is Controlled

China's Services Inflation will Leap Once Covid is Controlled

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

10 Feb 2021 China's 2021 Recovery is Back on Track, M1 Growth Rebounded

China's 2021 Recovery is Back on Track, M1 Growth Rebounded

Freya Beamish (Chief Asia Economist)9th Feb 2021 19:00China+

8 Feb 2021 Stress-testing our Theory of Further M1 Acceleration in Q1

Stress-testing our Theory of Further M1 Acceleration in Q1

Freya Beamish (Chief Asia Economist)7th Feb 2021 19:10China+

4 Feb 2021 China's FX Reserves Likely to Reveal Further Intervention in January

China's FX Reserves Likely to Reveal Further Intervention in January

Freya Beamish (Chief Asia Economist)3rd Feb 2021 19:00China+

CHINA+ DATA WRAP 28.1.21

The PBoC is carrying out carry traders feet first. Surprising strength in Korean export signals.

Freya Beamish (Chief Asia Economist)28th Jan 2021 11:03China+

28 Jan 2021 PBoC Overshoot Roils Markets; The Bank will Seek to Pacify Investors

PBoC Overshoot Roils Markets; The Bank will Seek to Pacify Investors

Freya Beamish (Chief Asia Economist)27th Jan 2021 19:00China+

21 Jan 2021 The PBoC Shows its Hand Through its Open Market Operations

In the past couple of years, markets have begun to track PBoC moves much more tightly, as our first chart shows.

Freya Beamish (Chief Asia Economist)20th Jan 2021 19:00China+

CHINA+ DATA WRAP 20.1.21

China one-year loan prime rate, China five-year loan prime rate

Freya Beamish (Chief Asia Economist)20th Jan 2021 11:59China+

14 Jan 2021 China's December Money and Credit Numbers are Worrisome

China's December Money and Credit Numbers are Worrisome

Freya Beamish (Chief Asia Economist)13th Jan 2021 19:00China+

24 Dec 2020 Is China Santa or the Grinch in the Global Inflation Outlook

China plays a pivotal role in the global inflation outlook.

Miguel Chanco (Senior Asia Economist)23rd Dec 2020 19:10China+

22 Dec 2020 The PBoC is Comfortable with its Policy Settings

The PBoC is rounding out 2020 remaining neutral in interbank markets.

Miguel Chanco (Senior Asia Economist)21st Dec 2020 19:10China+

ASIAN DATA WRAP 21st December 2020

The PBoC is happy with where rates are; Covid is starting to rear its ugly head again in Korean exports

Miguel Chanco (Senior Asia Economist)21st Dec 2020 04:30China+

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