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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
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Our analysis reveals that GDP growth in the first half may have been significantly stronger than billed. In particular, the household savings rate dropped sharply, back to...
Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
Chinese exports surprised to the upside in June, with growth picking up to 32.2% year-over-year, from 27.9% in May.
We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.
Energy inflation is not straightforward to forecast in China, thanks to the lack of clarity over the CPI weights.
Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's.
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%...
It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.
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.
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
China's official manufacturing PMI was little changed at 51.0 in May, after April's 51.1, with the index remaining oblivious to U.S. stimulus efforts and in recent months.
Manufacturing PMIs Could Edge Higher this Month
China's Reopening Story Remains in Tact Despite Slow M1 Growth
What will Happen When Services Really get Going?
The PBoC's Digital Yuan is Just Another Way of Keeping Control
The Trade Surplus Likely Began a Downshift in April
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