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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 benchmark lending rates are steady this month, as regulators gauge the effect of September’s cuts
China's LPRs on hold as regulators judge impact of earlier easing
Japan's export growth picks up modestly
Trade-in subsidies lift retail sales of autos and consumer goods
Residential sales stabilise
Manufacturing output making steady progress
China's RMB10T debt-swap plan isn't the last word in addressing its malaise
Caixin services PMI points to activity uptick
China’s existing stimulus produces initial results, as state sector heeds strong policy signals
China's stimulus lifts manufacturing PMI
BoJ stays pat and Governor Ueda keeps options open
China picked up in Q3, but GDP growth will still need to double q/q in Q4 to get close to full-year target
China's new property market policies will provide only a modest demand lift
Strong government bond issuance cushions overall credit growth, but only modest signs that existing fiscal stimulus is gaining traction
Japanese manufacturers' sentiment is steady
Korean underlying export growth remains strong
Politburo confirms top-level priority on achieving growth target, but only hints at further fiscal support
MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday
MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday
PBoC's policy support should stoke short-term market sentiment and growth, but won't solve China's structural woes
Japan's flash PMIs show mixed performance
14 day reverse repo rate cut isn't additional stimulus, but completion of July's rate cuts
PBoC official hints that RRR cut will be the next move
BoJ holds steady as Japan's national inflation rises modestly
China's LPRs unchanged
Domestic demand fades in August, with fiscal policy slow to gain traction
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