Pantheon Macroeconomics

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China+ Publications

Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep

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Chartbook Daily Monitor Kelvin Lam (Senior China+ Economist)

4 November 2025 China+ Monitor Xi-Trump meet-up: temporary trade truce tilted in China's favour

  • The Xi–Trump meeting in Korea marked a watershed shift in negotiating power between the US and China.
  • The RatingDog manufacturing PMI eased, similar to the NBS, on weak demand both at home and abroad.
  • China is betting on powering growth by both expanding consumption and maintaining its export prowess.
Kelvin Lam (Senior China+ Economist)China+
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Keywords for: China+ Documents

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