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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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+

6 May 2021 The PBoC's Digital Yuan is Just Another Way of Keeping Control

The PBoC's Digital Yuan is Just Another Way of Keeping Control

Freya Beamish (Chief Asia Economist)6th May 2021 00:00China+

28 Apr 2021 Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Freya Beamish (Chief Asia Economist)28th Apr 2021 00:00China+

26 Apr 2021 BoJ Forecasts are Due an Upgrade; Lowballing is the Order of the Day

BoJ Forecasts are Due an Upgrade; Lowballing is the Order of the Day

Freya Beamish (Chief Asia Economist)26th Apr 2021 00:10China+

12 Apr 2021 China's PPI Could Peak Above 10% in the next Few Months

China's PPI Could Peak Above 10% in the next Few Months

Freya Beamish (Chief Asia Economist)12th Apr 2021 00:10China+

8 Apr 2021 When will China's Services Inflation Begin to Gain Traction

When will China's Services Inflation Begin to Gain Traction

Freya Beamish (Chief Asia Economist)8th Apr 2021 00:00China+

30 Mar 2021 The PMIs will Bounce in March, but the Hard Data will Pull Back

The PMIs will Bounce in March, but the Hard Data will Pull Back

Freya Beamish (Chief Asia Economist)30th Mar 2021 00:10China+

18 Mar 2021 The Three Most Likely Things to Emerge from the BoJ's Review

The Three Most Likely Things to Emerge from the BoJ's Review

Freya Beamish (Chief Asia Economist)18th Mar 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 Mar 2021 Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant

Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant

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

12 Mar 2021 Don't Underestimate Base Effects in China's February Activity Data

Don't Underestimate Base Effects in China's February Activity Data

Freya Beamish (Chief Asia Economist)12th Mar 2021 00:00China+

11 Mar 2021 Disappointing M1 numbers, but Still a 2021 GDP growth Uptrend

Disappointing M1 numbers, but Still a 2021 GDP growth Uptrend

Freya Beamish (Chief Asia Economist)11th Mar 2021 00:00China+

9 Mar 2021 China's Trade Boosted by Travel Curbs and Covid Resurgence

China's Trade Boosted by Travel Curbs and Covid Resurgence

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

8 Mar 2021 2021 Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks

Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks

Freya Beamish (Chief Asia Economist)8th Mar 2021 00:10China+

4 Mar 2021 Caixin Services PMI Overstates the February Pain

The Caixin services PMI fell to 51.5 in February, from 52.0 in January.

Freya Beamish (Chief Asia Economist)4th Mar 2021 00:00China+

2 Mar 2021 China's February PMIs are Better than Billed, but are Softening

2 Mar 2021 China's February PMIs are Better than Billed, but are Softening

Freya Beamish (Chief Asia Economist)2nd Mar 2021 00:10China+

23 February 2021 What are the Ripple Effects of the PBoC's Stage-One Tightening

What are the Ripple Effects of the PBoC's Stage-One Tightening

Freya Beamish (Chief Asia Economist)22nd Feb 2021 13:16China+

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