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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.
Delta crushes August retail; exercise and look pretty at home.
Local government infrastructure finally helping out production…
…And helping stabilise FAI too
A lull in the housing market
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
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.
The potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.
China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year.
May IP weakness is about supply problems and the lagged effect of weak local government demand.
FAI still struggling under weak infrastructure investment.
Retail sales stumble while switching lanes.
The BoJ meeting this week could be live, with an extension of the Special Funds Supplying operation, likely to March next year, from September currently.
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, year-over-year rate for fixed assets all slowing.
Real sales growth was the big miss in the April activity data.
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 back to housing
Japan’s machine tool orders continue to offer hope for global IP
M1 growth dropped further in April, to 6.2% year- over-year, from March's already-low 7.1%.
We have to admit that the speed of China's recovery outpaced our initial expectations last year.
The BoJ likely will leave policy unchanged at its meeting on Tuesday next week, following the policy review in March.
Covering China is often like being a data detective, fitting together the pieces of the puzzle to try to work out what is going on.
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