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Latest researchChina Macro Monitor - August 2026
A full read of China's macro cycle: growth, prices, policy, external accounts, structural drivers - and where the balance of risks sits going into the second half of 2026.
China's macro pulse.
Daily editorial brief grounded in the latest data & synthesised with the freshest market headlines, with long-form research a few times a year.
- 10Dashboards
- 60+Live charts
- 8Official sources
- XLSXFully exportable
Daily macro narrative
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Top 10 to read today
CuratedExhaustive data, insightful charts.
Granular series across GDP, PMI, CPI, PPI, monetary policy, trade, balance of payments, debt, and structural indicators - all downloadable to Excel with native linked charts.
Release calendar
Upcoming Chinese macro dataAll scheduled publications by NBS, GACC, SAFE and PBoC over the next 90 days. Dates shown in Beijing time. The data dashboard auto-refreshes on each release day.
Legend
Data sourcesResearch
Long-form studiesIn-depth reports on China's macro trajectory. Published a few times a year, each study bundles the dashboard data into a coherent narrative on where the economy is heading.
China Macro Monitor - August 2026
A full read of China's macro cycle: growth, prices, policy, external accounts, structural drivers - and where the balance of risks sits going into the second half of 2026.
The one-page brief distils the key takeaways. The full study walks through each block of the dashboard with the numbers, charts and policy context that back the call.
Full brief
One-page executive summaryRendered inline below. The full study is a longer companion piece available via the button above.
About
Mission & sourcesA daily macro brief on China, backed by a live data dashboard and long-form research, built for analysts who want institutional-grade data alongside concise editorial synthesis.
What it is
The productChina Macro Monitor combines three layers. The first is a structured data dashboard: GDP, PMI, CPI, PPI, monetary policy, trade, balance of payments, debt, and structural indicators - all pulled directly from official sources and downloadable to Excel. A release calendar tracks every upcoming publication.
The second is a daily editorial brief: a headline, a 6-8 sentence macro narrative grounded in the freshest data and news, a key risk for the day, and a curated top 10 of articles to read. Designed to give analysts the macro picture in two minutes.
The third is long-form research: multi-page studies published a few times a year that step back from the daily flow to trace where China's macro cycle is heading.
- NBSGDP, CPI / PPI, PMI, retail sales, fixed-asset investment
- GACC CustomsTrade balance, exports / imports, partners, HS divisions
- SAFEBalance of payments, FX reserves, FDI flows
- BISPBoC LPR-1Y, NEER / REER, credit to non-financial sector
- FREDCNY / USD parity, US Fed Funds, consumer confidence, IMF WEO debt
- World BankStructural indicators - demographics, productivity, urbanisation
Founder: Nouri Chatillon
Contact
Feedback & questionsFound a data discrepancy, want a series added, or have feedback on the editorial brief? Drop us a line.
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