Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
Government bond issuance props up credit creation, as M1 takes a dive
China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand
Disappointing credit data point to undercooked domestic demand, despite fiscal stimulus
Fiscal stimulus likely to drive credit demand after the holiday period
M1 and credit growth beat expectations, thanks to stimulus
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,