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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5 March 2019 BoJ Balance Sheet Should Send a Sharp Warning Against Yield Targets

Japan's monetary base growth slowed to just 4.6% year-over-year in February, from 4.7% in January, well below the 17% rate needed to keep the base expanding at a pace consistent with the BoJ's JGB quantity target.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

4 March 2019 No Light at the End of the Tunnel for Japan's Softening Labour Market

Japan's jobless rate inched up to 2.5% in January, from 2.4% in December.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

1 March 2019 China's Latest PMIs Give no Reason for Hope Trade Partners Beware

Chinese data still are in the midst of Lunar New Year-related noise, so take February's PMIs with a pinch of salt, even though they ostensibly are adjusted for seasonal effects.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

28 February 2019 China is Relying on Tax Cuts and Local Government for Stimulus

China's government overshot its deficit target last year, and probably will overshoot it by at least as much this year... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

27 February 2019 What to Expect from China's Annual "Two Sessions" Next Week

China's annual "two sessions" conference is due to start on Sunday, with the economic targets for this year set to be made official over the course of the meetings.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

26 February 2019 A U.S. China Trade Deal is in Sight Trump's Huawei U-Turn is Positive

Nothing is done until it's done, and, in the case of Sino-U.S. trade talks, even if a deal is reached, the new normal is that tensions will be bubbling in the background.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

25 February 2019 China's Deflating Property Boomlet will Spur the Authorities to Action

China's 2018 property market boomlet let out more air last month.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

22 February 2019 The Good, the Bad, and the Ugly Japan's Economy from Q4 to Q1

Yesterday's Japanese activity data were grim.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

21 February 2019 The PBoC has Effectively Cut Rates An Overt Cut Hangs in the Balance

China's interbank rates in February so far, on average, have been a little more than 20bp below the floor of the PBoC's corridor, the 2.55% seven-day reverse repo rate.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

20 February 2019 China's Current Account Surplus is Stabilising, but at a Very Low Level

China's current account surplus grew further in the final quarter of 2018, more than doubling to $54.6B, from $23.3B in Q3.... 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