Pantheon Macroeconomics - Asia Document Vault

Asia Documents
Asia Document Vault

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Asia Publications

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  • Type: Economic Monitor
Asia H2 2019 Outlook - China's recovery is tentatively pending - Japanese domestic demand will disappoint - Korea is through the worst - The RBI is in for a U-turn

China's Recovery Tentatively Pending *Japan is Weaker than it Looks *The Worst is Over in Korea *Expect an RBI U-Turn... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

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

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

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

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

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

4 July 2019 Japan's Services PMI Holds up, is the Sector Really so Resilient?

We were surprised to see Japan's services PMI edging up to 51.9 in June, from 51.7 in May. We attributed apparent service sector resilience in April and May to the abnormally long holiday this year.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

3 July 2019 Japan's Tankan Highlights Underlying Economic Weakness

Japan's Q2 Tankan survey wasn't all bad news, but the positives won't last long. The large manufacturers index dropped to 7 in Q2, after the decline to 12 in Q1.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

2 July 2019 Mr. Trump Removes the Gun from Mr. Xi's Head... Now a Deal?

We anticipated that the G20 meeting at Osaka over last weekend would be a potentially important mark of thawing relations between China and the U.S., with the hotly awaited meeting between Messrs. Xi and Trump.... 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