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.

pricing

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+

30 Nov 2021 Coal Boosts Profits as Omicron Lurks in the Wings

  • October was another strong month for Chinese industrial profits, propelled by coal...
  • ...But coal prices have been slashed, and energy rates hiked, so we expect deceleration from here.
  • China is doubling down on zero-Covid in the face of Omicron, which will prove costly.

Craig BothamChina+

18 Oct 2021 China's Cost Shock Creates Problems Everywhere

  • Surging factory gate prices have just begun to re- flect recent energy shocks.
  • The Chinese consumer may be shielded from the energy hit, but China's economy will still suffer.
  • Global spillovers seem likely, with further cost in- creases to come as winter looms.

Craig BothamChina+

15 Oct 2021 The Evergrande Fiasco and Energy Prices Will Spoil the Recovery

  • A weak third quarter GDP print for China is a certainty, with the economy facing multiple headwinds.
  • Early data hint at the damage done, but September is just the start.
  • The real pain from the dual crises will be felt in Q4 and beyond.

Craig BothamChina+

4 Oct 2021 I Don't Want that Much for Christmas (Luckily)

  • China's energy rationing is already hurting domes- tic economic activity...
  • ...But it may represent opportunities for exporters of energy intensive goods.
  • Supply chain issues are intensifying, and will likely be exacerbated by problems in China.

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