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.

China+ Datanote: PBoC Policy Decision, China, November

  • China's lending rates on hold as fiscal policy takes the leading role

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 NOVEMBER 2023: Lending rates on hold

  • China's lending rates on hold as fiscal policy takes the leading role

Duncan WrigleyChina+

17 November 2023 China+ Monitor Japan's Weak Q3 GDP Another Headache for the BoJ

  • Japan’s Q3 real GDP was weaker than expected, due to slower inventory growth and a rising deflator.
  • Private domestic demand remains sluggish, with consumption and investment missing expectations.
  • Interest rates will be kept low for longer, effectively delaying the end of the negative rate policy to Q2.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 16 NOVEMBER 2023

  • Japan’s export growth moderated in October on softer demand from key markets
  • China’s house price fall steepened in October, with renewed price fall observed in tier-one cities

Kelvin Lam (Senior China+ Economist)China+

16 November 2023 China+ Monitor China's Recovery Making Painfully Slow Progress

  • China’s domestic demand rose at a sluggish pace in October, while production grew faster.
  • Upticks in retail sales of autos and mobile phones are bright spots.
  • The PBoC injected RMB600B of MLF funds yesterday, enabling government-bond issuance.

Duncan WrigleyChina+

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Keywords for: China+ Documents

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