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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savings

5 July 2021 We Still Aren't too Worried About China's Credit/Money Slowdown

China analysts have a not-so-secret weapon; credit and money trends are very good leading indicators of GDP growth. At the moment, the signal from those indicators is worrying.

Freya Beamish (Chief Asia Economist)5th Jul 2021 00:10China+

29 June 2021 Don't Write off a Consumer Spending Pop Just Yet

The potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.

Freya Beamish (Chief Asia Economist)29th Jun 2021 00:10China+

17 June 2021 China Drops the Baton in the Switch From Manufacturing to Services

China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year. 

Freya Beamish (Chief Asia Economist)17th Jun 2021 00:00China+

7 June 2021 Having Your Cake and Eating it as the Household Savings Rate Falls

China is at a critical point in the recovery. The economy is switching lanes from the supply-led, export-supported manufacturing surge to consumer and services drivers.

Freya Beamish (Chief Asia Economist)7th Jun 2021 00:10China+

24 May 2021 China's Reopening Story Remains in Tact Despite Slow M1 Growth

China's Reopening Story Remains in Tact Despite Slow M1 Growth

Freya Beamish (Chief Asia Economist)24th May 2021 00:10China+

18 May 2021 Industry and Capex are Losing Steam, the Retail Wobble is Nothing

Industry and Capex are Losing Steam, the Retail Wobble is Nothing

Freya Beamish (Chief Asia Economist)18th May 2021 00:10China+

13 May 2021 Fiscal Hawkishness is Tightening Monetary Conditions

Fiscal Hawkishness is Tightening Monetary Conditions

Freya Beamish (Chief Asia Economist)13th May 2021 00:00China+

19 Apr 2021 IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter

IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter

Freya Beamish (Chief Asia Economist)19th Apr 2021 00:10China+

13 Apr 2021 Increased Household Saving Tendency Likely Continued in March

Increased Household Saving Tendency Likely Continued in March

Freya Beamish (Chief Asia Economist)13th 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+

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+

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+

8 Feb 2021 Stress-testing our Theory of Further M1 Acceleration in Q1

Stress-testing our Theory of Further M1 Acceleration in Q1

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

24 Dec 2020 Is China Santa or the Grinch in the Global Inflation Outlook

China plays a pivotal role in the global inflation outlook.

Miguel Chanco (Senior Asia Economist)24th Dec 2020 00:10China+

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