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

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4 June 2021 Did the U.S. Stimulus Give the Trade Cycle a Final Boost in May

Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy. 

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

CHINA+ DATA WRAP 3.6.21

A slight softening; price pressure building

Freya Beamish (Chief Asia Economist)3rd Jun 2021 16:02China+

2 June 2021 Bottlenecks are Biting in the North East Asian Supply Chain

China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.

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

CHINA+ DATA WRAP 1.6.21

Bottlenecks are restraining Chinese activity. Japan's Q4/Q1 GDP could be in for revisions. Korean exports show trade has slowed but not turned.

Freya Beamish (Chief Asia Economist)1st Jun 2021 14:38China+

1 June 2021 The PMI Suggests PPI Inflation Likely Jumped Again in May

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.

Freya Beamish (Chief Asia Economist)1st Jun 2021 00:10China+

CHINA+ DATA WRAP 27.5.21

Communication is dominated Japan CPI inflation in April. Japan's manufacturing PMI looks safe from further falls for now. Korean exports provide hope of U.S. stimulus...

Freya Beamish (Chief Asia Economist)27th May 2021 16:11China+

CHINA+ DATA WRAP 21.5.21

Communication is dominated Japan CPI inflation in April. Japan's manufacturing PMI looks safe from further falls for now. Korean exports provide hope of U.S. stimulus...

Freya Beamish (Chief Asia Economist)21st May 2021 15:06China+

China+ Datanote: CPI inflation, April, Japan; Manufacturing PMI, May, Japan; 20-day exports, May, Korea 2021

CPI inflation, April, Japan, Manufacturing PMI, May, Japan, 20-day exports, May, Korea 2021

Freya Beamish (Chief Asia Economist)21st May 2021 15:02China+

13 May 2021 Fiscal Hawkishness is Tightening Monetary Conditions

Fiscal Hawkishness is Tightening Monetary Conditions

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

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+

7 May 2021 CPI Inflation will Soon Point to Higher Yields, But not Yet

CPI Inflation will Soon Point to Higher Yields, But not Yet

Freya Beamish (Chief Asia Economist)7th May 2021 00:00China+

CHINA+ DATA WRAP 30.4.21

PMIs hint that larger firms could meet U.S. stimulus demand with inventory. Non-manufacturing PMI dragged down by construction.

Freya Beamish (Chief Asia Economist)30th Apr 2021 14:51China+

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+

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