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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
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Industrial production growth slowed sharply in July; no signs yet of infrastructure picking up the slack.
Delta is adding to the recent misery in retail sales; a Q3 GDP growth downgrade is now on the cards.
Japan's economy stabilised in the second quarter despite the rolling Covid hit and soft lockdowns.
Thailand defies gravity in Q2… Q3 will be a much different story
Upstream core price pressures are still bubbling under the surface in India
The zero-tolerance approach to Covid has been a part of China's success story...
... It's now a hurdle for valuations to climb; a shift toward Covid management is needed...
... That could catalyse a behavioural transition from savings normalisation to active wealth run-down.
Both M1 and M2 growth missed expectations in July, but the former arguably is due a turnaround.
Slowing household demand for credit isn't exactly concerning, as they are still sitting on piles of cash.
Japanese machine tool orders remain solid, indicating that the recovery in global IP is on track.
PPI inflation is proving stubborn, while CPI inflation is just getting started.
Services inflation continues to rise, despite the broadening Delta scare.
Trade figures highlight the "mid-cycle" falter, as exports soften but imports stumble too.
July exports likely weakened, while imports will be boosted by the tail end of commodities inflation.
PPI inflation may not yet have peaked; headline CPI inflation is just about food prices.
M1 growth should now be troughing, but an RRR cut is looking more likely nonetheless.
China's weak July PMIs play into a wider story of underperformance in trade and manufacturing.
The official and Caixin reports are at odds on prices, but we reckon PPI inflation ticked higher in July.
The non-manufacturing gauge suggests that no fis- cal rescue has been forthcoming.
China's PPI inflation is at or near its peak, and CPI inflation remains relatively tame...
... But underlying inflationary pressure is more ad- vanced in China, thanks to the early recovery.
More limited slack means services inflation is on a sustained uptrend.
Our analysis reveals that GDP growth in the first half may have been significantly stronger than billed.
In particular, the household savings rate dropped sharply, back to pre-pandemic trends.
Households now need to run down wealth, if the recovery is to continue.
Governor Kuroda was managing expectations about the new green fund-provisioning scheme in the press conference.
Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
Jury still out on Q2 GDP growth.
Retail sales stabilised in June, but the recovery remains on hold.
Industrial production still lacks infrastructure drivers.
Infrastructure spending will soon turn around.
Home price rises holding up against slowing loan growth.
The PBoC’s smaller MLF injection confirms that the RRR cut was not an easing.
2021 BoK hike remains on the table, despite recent Covid spike
We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.
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