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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.
Industry and Capex are Losing Steam, the Retail Wobble is Nothing
18th May 2021 00:10China+
Industrial production continues to correct down m/m FAI growth continues to slow Retail sales correct, but recovery still on track Inflation is driving investors...
17th May 2021 10:57China+
Fiscal Hawkishness is Tightening Monetary Conditions
13th May 2021 00:00China+
The PBoC's Digital Yuan is Just Another Way of Keeping Control
6th May 2021 00:00China+
BoJ Forecasts are Due an Upgrade; Lowballing is the Order of the Day
26th Apr 2021 00:10China+
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+
When will China's Services Inflation Begin to Gain Traction
8th Apr 2021 00:00China+
China's Supply-Demand Mismatch is Rebuilding, but it's Temporary
16th Mar 2021 00:10China+
Don't Underestimate Base Effects in China's February Activity Data
12th Mar 2021 00:00China+
Japan's Q1 Contraction will Still be Sizeable, Despite Q4 Downgrade
10th Mar 2021 00:00China+
Lunar New Year saw a Huge Bifurcation in the Services Sector
26th Feb 2021 00:00China+
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+
BoJ GDP Revisions are in Order, 2021 Down, 2022 Up
18th Jan 2021 00:10China+
China's 2020 GDP Number Likely will see Significant Revisions
13th Jan 2021 00:00China+
Japan's State of Emergency Means a Q1 GDP Decline
8th Jan 2021 00:00China+
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