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
Please use the filters on the right to search for a specific date or topic.
Chartbook Daily Monitor
- Handshakes in London iron out implementation of the US-China deal struck in Geneva, subject to approval.
- The 90-day tariff reprieve revived China’s exports in May, temporarily, with trade diversion to the EU…
- …Uncertainty-induced front-loading demand puts a floor under monthly growth ahead of reprieve expiry.
- China’s intensifying producer deflation in May reflects soft energy prices, rather than any direct tariff impact.
- Lacklustre core consumer inflation is indicative of still- sluggish domestic demand.
- Policymakers are likely to stick with targeted support, as they gradually implement demand-side reforms.
- The BoJ will probably leave its bond-buying plan unchanged, after signs the market is functioning better.
- Thursday’s 30-year bond auction went well, after reports the MOF is likely to slow ultra-long bond issuance.
- The ruling coalition is likely to lose seats in the July Upper House election though, sparking debt worries.
- China’s May manufacturing PMI readings diverged, as activity gradually revived post-May 12’s tariff truce.
- Small exporters are likely being hit harder by the trade-policy oscillations, and the détente is already fraying.
- Sentiment has held up surprisingly well, and improved slightly in both manufacturing gauges.
- Both candidates in the presidential election have committed to a KRW30T fiscal plan to boost the economy.
- May’s export growth was not as weak as it appeared; WDA monthly and annual growth were positive.
- Still, tariff and trade-policy uncertainty will continue to weigh on Korea’s GDP growth in 2025.
