Pantheon Macroeconomics - Asia Document Vault

Asia Documents
Asia Document Vault

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Asia Publications

Below is a full list of our Asia Publications.

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12 July 2019 What's Behind China's Likely 0.2pp Slippage in Q2 Real GDP Growth

China's Q2 official GDP growth, to be released on Monday, likely slowed to 6.2% year-over-year, from 6.4% in Q1.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

ASIAN DATA WRAP 11 July 2019

Japan's tertiary index still has further to fall... More by Freya Beamish

Region: Asia   Publication:  Datanotes  Download

11 July 2019 Central Banks in Asia have Less Scope to Respond to PPI Deflation

PPI inflation in Asia looks set to go from bad to worse, following June's poor numbers, which showed that the weakness in commodity prices is feeding through quicker than expected.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

ASIAN DATA WRAP 10 July 2019

Expect Chinese PPI deflation in the second half. China's CPI inflation faces non-core cross currents; services inflation still slowing. Unemployment in Korea held steady in June; the BoK will be chuffed about improving job growth. PPI deflation in Japan will persist until the end of the year.... More by Freya Beamish

Region: Asia   Publication:  Datanotes  Download

10 July 2019 The BoJ Faces a Slew of Very Nasty Data, it Still won't Ease

We think Japanese monetary policy easing essentially is tapped out, both theoretically and by political constraints.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

ASIAN DATA WRAP 9 July 2019

Japan's money growth reverts back after a brief uptick. Japan's wage headline improves, details deteriorate. Japan's machine tool orders should turn stomachs.... More by Freya Beamish

Region: Asia   Publication:  Datanotes  Download

9 July 2019 Japan's Machine Orders Douse Resilient Domestic Demand Hopes

The 7.8% month-on-month plunge in Japan's core machine orders in May re-emphasises the underlying weakness that we have been worrying about, after the 5.2% jump in April.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

ASIAN DATA WRAP 8 July 2019

Valuation effects boost China's June FX reserves. Japan's currency account surplus unlikely to fall further. Japan's core machine orders should shake policymakers' conviction in Capex resilience.... More by Freya Beamish

Region: Asia   Publication:  Datanotes  Download

8 July 2019 No Quick Relief from Food Inflation in Sight for India and China

One of the main reasons we expect the Reserve Bank of India to roll back at least one of this year's rate cuts before the end of the year is the likely further rise in food inflation.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

5 July 2019 Trade Truce 2.0 Means that the BoK will Happily Ignore June's Weak Data

Korea's economic data for June largely were poor, and are likely to make more BoK board members anxious ,ahead of their meeting on July 18.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

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Asia Document Vault, pantheon macroeconomics, pantheon, macroeconomic, macroeconomics, independent analysis, independent macroeconomic research, independent, analysis, research, economic intelligence, economy, economic, economics, economists, , Ian Shepherdson, financial market, macro research, independent macro research