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.
Strong government bond issuance cushions overall credit growth, but only modest signs that existing fiscal stimulus is gaining traction
Government bond surge props up broad credit growth
In one line: China’s TSF data suggest weak demand for loans in the real economy
Money growth is buffeted by corporate deposit outflows
Government bond issuance props up credit creation, as M1 takes a dive
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,