Pantheon Macroeconomics

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China+ Publications

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

CHINA+ DATA WRAP 9 August 2024: Food inflation lifts China's consumer inflation

China's consumer inflation buoyed by seasonal food inflation, rather than demand
Producer deflation extends decline amid oversupply

Duncan WrigleyChina+

China+ Datanote: Exports, China, July

In one line: China's July exports disappoint market expectations

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, July

In one line: China’s foreign reserves rise on positive currency and asset valuation effects

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 August 2024

In one line: China's July export growth falls short of expectations amid slowing momentum

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, July

Caixin PMI shows shrinking manufacturing activity for the first time in 9 months on extreme weather 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 August 2024

In one line: Adverse weather shrinks China’s manufacturing activity; Korea’s WDA export growth slowdown likely temporary

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: Official Manufacturing PMI, China, July

China's official PMIs point to stagnating manufacturing activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 July 2024: BoJ raises the policy rate

BoJ raises the policy rate ahead of market expectations
China's official PMIs point to stagnating manufacturing activity & slump in construction demand

Duncan WrigleyChina+

PM Datanote: Politburo calls for incremental policy measures

Politburo calls for incremental policy measures, but no bazooka

Duncan WrigleyChina+

China+ Datanote: Loan Prime Rates, China, July

In one line: China’s loan prime rates and short-term rates were unexpectedly lowered in July; plans revealed to revive local government finances

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PBoC Policy Decision, China, July

The PBoC's surprise MLF rate cut rams home China's re-orientation towards short-term growth support; fiscal policy tweaks

Duncan WrigleyChina+

July 2024 - China+ Chartbook

  • - CHINA’S Q2 SLOWING JUSTIFIES MORE TARGETED STIMULUS
  • - JAPAN’S FALTERING GROWTH GIVING BOJ A HEADACHE
  • - BOK UNLIKELY TO MOVE EARLY, GIVEN CHIP EXPORT BOOM

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 July 2024: Chinese GDP misses expectations

Chinese GDP misses expectations, hit by dull retail sales, despite resilient industrial output

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, June

Money growth is buffeted by corporate deposit outflows

Duncan WrigleyChina+

CHINA+ DATA WRAP 12 July 2024

In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery

Kelvin Lam (Senior China+ Economist)China+

China+Datanote: Exports, China, June

In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery

Kelvin Lam (Senior China+ Economist)China+

China+Datanote: PPI, China, June

China’s producer deflation persistent, despite misleading improvement in headline

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 July 2024

Chinese Inflation is Cooling, Thanks to an Uneven Recovery

Duncan WrigleyChina+

China+ Datanote: Foreign Reserves, China, June

Foreign reserves hit by currency valuation effects and equity market outflows

Duncan WrigleyChina+

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Keywords for: China+ Documents

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