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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China's banks held LPR steady in May; More funding is need to prop up the real estate sector
China activity - retail sales slow as industrial output rebounds; likely major property policy announcement due today
The PBoC leaves the MLF rate unchanged, despite the April credit data dip
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
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: 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
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,