Pantheon Macroeconomics
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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
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Domestic demand fades in August, with fiscal policy slow to gain traction
Government bond surge props up broad credit growth
In one line: China's exports buoyed by strong BRICS and EU demand
In one line: China's exports buoyed by strong BRICS and EU demand
In one line: China’s foreign reserves climb in August amid weakening dollar and falling treasury yields
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
In one line: China’s services sector rebounds after July’s bad weather, while construction index continues to dive.
In one line: China's manufacturing sector hit by rapidly weakening demand in August
Stagnant profit growth amid China's sluggish demand and ample capacity
China’s MLF rate was unchanged as expected
In one line: China’s loan prime rates unchanged in August as banking NIM at record low
China’s LPRs unchanged in August as banking NIM at record low
Slowing industrial production highlights China’s slumping property sector and rising trade frictions
China’s retail sales rebound in July, but weak consumer confidence and property woes weigh on growth
Fixed investment falters amid infrastructure slowdown and weak private investment
China’s property sales activity and price growth remain weak
PBoC shifts to new monetary framework: MLF operations to be carried out on 25th of every month
Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks
In one line: China’s TSF data suggest weak demand for loans in the real economy
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,