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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 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
Government bond surge props up broad credit growth
The upcoming seasonal rebound in construction activity won’t decisively turn around falling producer prices
China's slowing core consumer inflation indicates weak demand
Producer deflation steepens as construction activity splutters
Severe competition drives services price cuts in China, despite resilient demand
Caixin headline manufacturing index makes only minor revival, dragged by sinking new export orders
Caixin manufacturing index still at low level, despite modest uptick
Korea's manufacturing index robust, but export orders slip
China's consumer inflation buoyed by seasonal food inflation, rather than demand
Producer deflation extends decline amid oversupply
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