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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The PBoC leaves the MLF rate unchanged, despite the April credit data dip
Despite tick-up in China CPI, demand is still weak; Producers still battle deflation
China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand
Only modest improvement in China's headline exports; imports rise in anticipation of stimulus impact; Japanese broad wages yet to turn around
In one line: China’s FX reserves fell sharply in April, thanks to a stronger dollar and a record rise in US yields
Chinese services sector ploughs ahead
Korean manufacturers are highly bullish, despite mounting cost pressures
Chinese industrial profits continue to improve in Q1 despite March's slowdown
Manufacturing output in rude health, though the PMIs provide contrasting readings for new orders
China's PMIs indicate manufacturing output surge, despite mixed demand readings; services activity suffers post-holiday dip
In one line: Japan's manufacturing PMI improves on higher output and weak JPY
In one line: Japan's manufacturing PMI improves on higher output and weak JPY; services activity expands amid higher cost pressure
In one line: China's LPR remains unchanged in April; Solid Korean 20-day export growth driven by chips demand
Chinese GDP beats expectations, despite an uneven recovery and looming oversupply issues
The PBoC keeps the MLF rate on hold, despite slowing credit growth
The PBoC keeps the MLF rate on hold, despite slowing credit growth
Disappointing credit data point to undercooked domestic demand, despite fiscal stimulus
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