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 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

ASIAN DATA WRAP 4 July 2019

Korea's current account balance returns to the black in May... More by Freya Beamish

Region: Asia   Publication:  Datanotes  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

ASIAN DATA WRAP 2 July 2019

BoJ does what it can to avoid more deeply negative yields. Korean inflation should peak this month... More by Freya Beamish

Region: Asia   Publication:  Datanotes  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

ASIAN DATA WRAP 1 July 2019

Tankan reinforces our impression of a nasty Q2. China's manufacturing PMIs show why the authorities are eager for a trade deal. China's non-manufacturing sector holds steady for now. Korean exports disappointed in June, but this probably is as bad as it will get. Ignore Korea's volatile PMI readings... sentiment is improving gradually.... More by Freya Beamish

Region: Asia   Publication:  Datanotes  Download

1 July 2019 Fresh Evidence of Pre-Tax Front- Loading in Japan... All for Naught?

Japan's industrial production data for May carried more evidence that the economy is getting a lift--at least temporarily--from the front-loading of activity ahead of the scheduled sales tax increase in October.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

ASIAN DATA WRAP 28 June 2019

Japan's stable unemployment rate belies underlying weakness. Tokyo energy inflation turns the corner. Sales tax preparations breathe life into Japanese production in May... if only temporarily. Korea's IP plunge in May shows why Japan can't rest on its laurels.... More by Freya Beamish

Region: Asia   Publication:  Datanotes  Download

28 June 2019 More Modest Pre-tax Front-Loading for Japan this Time Around?

Japan's May retail sales rebound was underwhelming at a mere 0.3% month-on-month, after a 0.1% fall in April.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

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Keywords for: Asia Documents

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