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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22 May 2018 Sino-U.S. Negotiations Present a Risk to Japan's Trade Surplus

Japan's trade surplus rebounded to ¥522B in April, on our adjustment, from ¥390B in March, around the same level as the official version, though from a higher base.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

21 May 2018 China's $200B Offer is Long-run Unviable, Short-run Problematic

China reportedly has offered President Trump a $200B reduction in its annual trade surplus with the U.S., engineered by increasing imports of American products, among other steps.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

18 May 2018 Did Markets Jump the Gun on Japan's Recovery?

Downward revisions to Japan's Q4 real GDP growth, published on Wednesday, lead us to revisit our main worry over the durability of the recovery; namely, that monetary conditions appear to be signalling a slowdown.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

17 May 2018 Japan has Paid for Breaking the Speed Limit in H1 Last Year

The Japanese GDP report yesterday contained substantial revisions to Q4. We had expected the Q1 contraction, but the revisions recast the health of the recovery, making the domestic demand performance look much less impressive recently, with the economy struggling since the burst of growth in the first half last year.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

16 May 2018 Chinese Retail Sales Volumes Stabilised in April, Q1 was Weak

Chinese April retail sales growth slowed sharply in value terms, to 9.4% year-over-year, from 10.1% in March.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

15 May 2018 Debunking Popular Theories on 2018 Yen Flows

At the end of last year, we highlighted a tail risk that strain in currency basis swaps markets signalled looming yen appreciation.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

14 May 2018 China's M1 Points to a Substantial GDP Growth Downtrend

China's monetary conditions remain tight, pointing to a substantial downtrend in GDP growth this year and next.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

11 May 2018 Base Effects Push up China's PPI Inflation, but Disin ation will Resume

The re-emergence of Chinese PPI inflation in 2016 was instrumental in stabilising equities after the 2015 bubble burst.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

10 May 2018 Does Shunto Deliver Better Contracts for Japanese Workers?

We have been rigorous in using the word nascent whenever referring to Japan's wage-price spiral.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

9 May 2018 Chinese Import Growth is Flattered by Price Effects

China's trade data looked more normal in April. The trade balance rebounded to a surplus of $28.8B in April, from a deficit of $5.0B in March. Exports also bounced back, rising 12.9% year-over-year in April, after a 2.7% decline in March.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

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