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

Please use the filters on the right to search for a specific date or topic.

rmb

27 Sept 2022 China+ Monitor An Unsustainable Rebound for Japanese Growth in September

  • Japan learns to live with Covid, but must still contend with slower global growth, and bad weather.
  • The renminbi is tumbling, along with every other currency, but capital flight risks compel PBoC action.
  • Rumours of a coup in China are based on a rogue Twitter account, and should be discounted.

Craig BothamChina+

26 Sept 2022 China+ Monitor Property Stimulus Starts to Show in the Data, but Much More is Needed

  • August was another bad month for China’s property
    sector, with sales, starts, and prices all falling.
  • Bailout funds are visible in the data, but so far have only moved the needle from “terrible” to “very bad”.
  • More money is needed to break the downward spiral trapping the sector, and restore market confidence.

Craig BothamChina+

21 Sept 2022 China+ Monitor Yen Weakness will Continue to Push Japanese Inflation Higher

  • Japanese inflation continues to climb, driven by cost-push pressures and base effects.
  • The BoJ will not change tack, despite the multi-year high in CPI inflation.
  • We expect Governor Kuroda to hold the line on both inflation and the yen at tomorrow’s meeting.

Craig BothamChina+

14 Sept 2022 China+ Monitor Stimulus Efforts are Visible, but China's Liquidity Trap Still Binds

  • Chinese credit growth slowed in August, even as liquidity continued to pile up.
  • Private sector demand for credit is still weak, leaving the government to drive borrowing and activity.
  • Property bailout funds propped up credit demand in August, but this effect will fade soon.

Craig BothamChina+

1 Sept 2022 China+ Monitor China's Economy Probably Slowed Further in August, Say the PMIs

  • Official survey data point to falling output from China’s factories, and slower services activity.
  • Construction activity also apparently is faltering, suggesting infrastructure stimulus is waning.
  • The National Congress is coming in October; President Xi, and zero-Covid, are going nowhere.

Craig BothamChina+

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Keywords for: China+ Documents

China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence