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
- China’s January headline consumer inflation jumped, due to holiday spending and timing effects.
- The holiday bump in inflation is likely to subside after Lunar New Year, with demand still soft.
- Producer prices continued to fall in January, amid signs of industrial excess supply and falling costs.
Duncan WrigleyChina+
- China’s consumption activity was strong over the Lunar New Year holiday period...
- ...But it is likely to slow again afterwards, repeating the pattern established since the reopening.
- January’s Caixin services PMI activity slowed a tad before the holiday, but expectations improved.
Duncan WrigleyChina+
- China is likely to be restrained in its retaliation to the US tariff hike announced over the weekend.
- A limited trade war is more likely than a near-term grand bargain. Goodwill gestures seem likely.
- The Caixin manufacturing PMI declined in January but held up better than the official gauge.
Duncan WrigleyChina+
