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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population

7 Feb 2022 China's Battle with Omicron is Imposing Real Economic Costs

  • China is struggling to contain Covid, despite more aggressive suppression policies.
  • The cost of zero-Covid is rising with variant transmissibility, but a near-term pivot is unlikely.
  • We expect China to stick to its guns in 2023, but the trade-offs are shifting.

Craig BothamChina+

13 Jan 2022 Chinese Inflation is Past the Peak, and Set to Plunge

  • China's CPI inflation surge was short-lived, and is set to be followed by a sharp reversal, soon.
  • Producer prices are also rolling over rapidly, relieving inflation pressure at home and abroad.
  • Omicron is now spreading in China, which will hit activity and inflation, but disrupt supply chains.

Craig BothamChina+

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Keywords for: China+ Documents

China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence