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.

production

15 June 2021 Local Government Spending is Reviving... Begrudgingly

We expect China's May activity data on Wednesday to lead to talk of slowdown, with the year- over-year growth rates for industrial production, retail sales, and the year-to-date,...

Freya Beamish (Chief Asia Economist)15th Jun 2021 00:10China+

China+ Datanote: Money and Credit, China, May 2021

In one line: Monetary conditions finally are stabilising.

Freya Beamish (Chief Asia Economist)10th Jun 2021 16:11China+

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+

18 May 2021 Industry and Capex are Losing Steam, the Retail Wobble is Nothing

Industry and Capex are Losing Steam, the Retail Wobble is Nothing

Freya Beamish (Chief Asia Economist)18th May 2021 00:10China+

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+

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+

19 Apr 2021 IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter

IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter

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

CHINA+ DATA WRAP 16.4.21

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...

Freya Beamish (Chief Asia Economist)16th Apr 2021 12:33China+

14 Apr 2021 More Zoom Booming in Q1 Means a Positive Net Export Contribution

More Zoom Booming in Q1 Means a Positive Net Export Contribution

Freya Beamish (Chief Asia Economist)14th Apr 2021 00:00China+

1 Apr 2021 Don't put Much Stock in the March Bounce in the Manufacturing PMI

Don't put Much Stock in the March Bounce in the Manufacturing PMI

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

16 Mar 2021 China's Supply-Demand Mismatch is Rebuilding, but it's Temporary

China's Supply-Demand Mismatch is Rebuilding, but it's Temporary

Freya Beamish (Chief Asia Economist)16th Mar 2021 00:10China+

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)15th Feb 2021 00:10China+

9 Feb 2021 Japan's GDP Growth Likely Slowed in Q4, Before a Q1 Contraction

Japan's GDP Growth Likely Slowed in Q4, Before a Q1 Contraction

Freya Beamish (Chief Asia Economist)9th Feb 2021 00:10China+

CHINA+ DATA WRAP 18.1.21

Korea 7-dey repo rate, China home prices, Japan tertiary index

Freya Beamish (Chief Asia Economist)18th Jan 2021 13:39China+

13 Jan 2021 China's 2020 GDP Number Likely will see Significant Revisions

China's 2020 GDP Number Likely will see Significant Revisions

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

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)24th Dec 2020 00:10China+

16 Dec 2020 China's Q4 Recovery has Wavered Only Slightly, Thanks to Consumers

Industrial production growth in China has peaked, notwithstanding the likely spike in Q1, when the base effects kick in from the Covid- induced shutdowns earlier this year.

Miguel Chanco (Senior Asia Economist)15th Dec 2020 22:20China+

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