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 Jan 2022 Service Growth is Overstated, but Inflation Really is Fading

  • China's service sector PMIs are surprisingly strong, given the Covid outbreaks in December.
  • We think financial activity is distorting the readings, which are unlikely to be followed by real growth.
  • Inflation pressures are receding, leaving policy free to focus on the growth challenge this year.

Craig BothamChina+

5 Jan 2022 Regional PMIs Show Fading Inflation Despite Bottlenecks

  • Manufacturing PMIs point to an inflection in inflation pressure, despite stretched supply chains.
  • External demand has weakened, but we think it will prove to be short lived.
  • Recent Covid outbreaks in China threaten renewed tightening of global bottlenecks.

Craig BothamChina+

20 Dec 2021 The BoJ Takes Another Step Back, but Don't Call it Hawkish

  • The BoJ kept its main policy tools unchanged in December, but tinkered around the edges.
  • An announced reduction in corporate debt purchases had already begun in practice.
  • The taper is offset by an extension of SME lending, which has been a bigger balance sheet driver.

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