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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.
We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.
13th Jul 2021 00:10China+
Energy inflation is not straightforward to forecast in China, thanks to the lack of clarity over the CPI weights.
8th Jul 2021 00:00China+
China's on-balance sheet government deficit has recovered fast since the initial Covid hit early last year, reaching a seasonally adjusted 3.9% of GDP in Q1, on our calculations,...
6th Jul 2021 00:10China+
Caixin PMI held back by Covid in the south of China. Tankan points to capex bright spot. Korean export trend slows. Korea's PMI signifies divergence with China.
5th Jul 2021 11:05China+
Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's.
2nd Jul 2021 00:00China+
In one line: Caixin PMI held back by Covid in the south of China
1st Jul 2021 16:00China+
Caixin PMI held back by Covid in the south of China. Tankan points to capex bright spot. Korean export trend slows. Korea's PMI signifies divergence with China.
1st Jul 2021 16:00China+
The official manufacturing PMI indicates that bottlenecks remain a problem.
1st Jul 2021 00:00China+
In one line: PMI signals a more modest pick-up for June PPI inflation.
30th Jun 2021 16:18China+
PMI signals a more modest pick-up for June PPI inflation. Variant fears are getting to the services sector.
30th Jun 2021 16:18China+
China's official manufacturing PMI looks exposed in the context of the recent softening of regional trade flows. Korean 20-day export growth for June slowed to 29.4%...
28th Jun 2021 00:10China+
In one line: Japan's PMI is telling an old story
23rd Jun 2021 16:39China+
Last year President Xi announced a new target for China, with the importance of GDP targeting diminishing.
14th Jun 2021 00:10China+
The PBoC has had its foot off the brake for most of this year so far, following tightening through the second half of 2020, culminating in its efforts to shake out speculative...
11th Jun 2021 00:00China+
The PBoC Can't Ignore Sky-High PPI Inflation
10th Jun 2021 00:00China+
It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.
8th Jun 2021 00:10China+
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
4th Jun 2021 00:00China+
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
2nd Jun 2021 00:00China+
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