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
Please use the filters on the right to search for a specific date or topic.
In one line: Producer price deflation deepens further, thanks to excess capacity
In one line: China forex reserves rose more than expected in March, thanks to stronger trade surplus and bond inflows.
PMIs point to services sector buoyancy in China and Japan
In one line: Manufacturing activity expands for the first time in 6 months
Chinese manufacturing demand improves after the Lunar New Year holiday
Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend
China’s industrial profits bounce in February, owing to base effects
In one line: China lending rates unchanged in March as per market consensus
CHINA+ OUTLOOK
- CHINA’S TWO SESSIONS OFFER ONLY TARGETED STIMULUS
- BOJ EXITS FROM NEGATIVE RATES; NO NEAR-TERM MOVES
- DEMAND FOR HIGH-END CHIPS LIFTS KOREAN EXPORTS
Modest improvement in still-dull Japanese manufacturing activity reading
China activity - industrial sector powers ahead, despite persistent property drag and retail sales losing steam
PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022.
Fiscal stimulus likely to drive credit demand after the holiday period
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,