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
In one line: Japan's Q1 GDP shrinks more than expected as domestic demand deteriorates
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
Manufacturing output in rude health, though the PMIs provide contrasting readings for new orders
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,