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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.
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,...
15th Jun 2021 00:10China+
In one line: Monetary conditions finally are stabilising.
10th Jun 2021 16:11China+
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
2nd Jun 2021 00:00China+
Manufacturing PMIs Could Edge Higher this Month
28th May 2021 00:00China+
Industry and Capex are Losing Steam, the Retail Wobble is Nothing
18th May 2021 00:10China+
Fiscal Hawkishness is Tightening Monetary Conditions
13th May 2021 00:00China+
CPI Inflation will Soon Point to Higher Yields, But not Yet
7th May 2021 00:00China+
Will U.S. Stimulus Show up in China's April PMIs
29th Apr 2021 00:00China+
IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter
19th Apr 2021 00:10China+
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...
16th Apr 2021 12:33China+
More Zoom Booming in Q1 Means a Positive Net Export Contribution
14th Apr 2021 00:00China+
Don't put Much Stock in the March Bounce in the Manufacturing PMI
1st Apr 2021 00:00China+
China's Supply-Demand Mismatch is Rebuilding, but it's Temporary
16th Mar 2021 00:10China+
PM2.5 Concentrations Help to Fill the Data Hungry Gap
15th Feb 2021 00:10China+
Japan's GDP Growth Likely Slowed in Q4, Before a Q1 Contraction
9th Feb 2021 00:10China+
Will China be too Hasty with Policy Normalisation?
19th Jan 2021 00:10China+
Korea 7-dey repo rate, China home prices, Japan tertiary index
18th Jan 2021 13:39China+
China's 2020 GDP Number Likely will see Significant Revisions
13th Jan 2021 00:00China+
China plays a pivotal role in the global inflation outlook.
24th Dec 2020 00:10China+
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.
15th Dec 2020 22:20China+
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