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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.
China's manufacturing PMI nudges up, but sentiment ebbs
China's manufacturing PMI nudges up, but sentiment ebbs; construction order slump is worrying
PBoC prioritising RMB defence over rate cuts, after decent activity data in the first two months
China's local governments get the memo on boosting domestic demand
Consumption makes modest improvements, as the trade storm looms
Robust government bond issuance pushes up credit growth, despite lacklustre private sector credit demand
China's steps up fiscal support in a measured fashion; room for further easing
Caixin services activity improves
Manufacturing sentiment rebounds, despite the brewing trade war
Caixin PMI shows manufacturing sentiment rebound, despite the brewing trade war
Post-holiday activity rebound, but firms still wary ahead of the Two Sessions and tariff hikes
Construction activity rebound looks mainly seasonal; too soon to say if a real infrastructure push is coming
PBoC waiting for the trade war to heat up
China's residential price decline steady in holiday season
Japan's real export growth less impressive than headline
Overall credit growth still relatively sturdy, thanks to robust government bond issuance
Producer prices extend their decline with broad price falls
China's headline consumer inflation buoyed by holiday travel and spending; underlying trend still weak for both consumer and producer prices
China’s foreign reserves rose in January, likely on the back of export front loading ahead of tariff risks
China's Caixin services activity slows, but sentiment improves
Japanese wages enjoy year-end bonus boost
Caixin PMI holds up better than official index
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,