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.

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15 Nov 2021 Logistical Pressures Build as Covid Reaches Another Port City

  • China's latest Covid outbreak now risks locking down another port...
  • ...and logistics networks are already strained, thanks to assorted energy shortages.
  • The Sixth Plenum elevated Xi, but was light on policy announcements.

Craig BothamChina+

1 Nov 2021 Japan Continues to Go its Own Way on Inflation

  • Japanese inflation remains anaemic, no matter which way you slice it...
  • ...as a result, Japan looks increasingly isolated among developed market economies.
  • Monetary policy divergence will become more pronounced, with consequences for the currency.

Craig BothamChina+

6 Oct 2021 Supply Chain Disruptions Add to Transitory Inflation Pressures

  • A shock return to positive territory for Tokyo CPI inflation...
  • ...Partly driven by the BoJ's usual suspects, but with a larger contribution from goods prices.
  • Supply chain issues are intensifying, and will likely be exacerbated by problems in China.

Craig BothamChina+

16 Sept 2021 August Retail Sales were Grim, and the Scope for a Bounce is Narrow

  • China's activity data for August disappointed across-the-board, but grim retail sales stood out...
  • ...A September bounce is looking unlikely, due to the Fujian wave; the longer-term story is still bleak.
  • Industrial output and fixed investment were less bad last month, thanks partly to the infrastructure drive.

Freya Beamish (Chief Asia Economist)China+

16 June 2021 The BoJ has Ended QE Already, the Loan Programme will be Extended

The BoJ meeting this week could be live, with an extension of the Special Funds Supplying operation, likely to March next year, from September currently.

Freya Beamish (Chief Asia Economist)China+

17 May 2021 What will Happen When Services Really get Going?

Last week, we explained how deteriorating monetary trends led us to revise down our GDP growth forecast for next year.

Freya Beamish (Chief Asia Economist)China+

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Keywords for: China+ Documents

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