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Asia Key Issues
Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.

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Asia Key Issues

Coronavirus Will Cause A Q1 GDP Contraction...But Catch-Up Growth Should Then Be Strong

  13 Feb 2020 Japan's M2 Still Points to a Growth Slowdown, Regardless of the Virus

Japan's money and credit data have shown signs of life in recent months, but that's all set to change quickly, due to the disruptions caused by the outbreak of the coronavirus.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  11 Feb 2020 Phase One Trade Deal Trumped the Virus in China's January PPI

The clear threat to demand posed by the coronavirus and China's efforts at containment have sent a shock wave through commodities markets.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  7 Feb 2020 Coronavirus Could be near-$100B Hit to Chinese GDP in Q1

Nobody knows the damage China's virus- containment efforts will have on GDP, and we probably never will, for sure, given the opacity of the statistics.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  6 Feb 2020 Korea's Trade Data for January Show a Modest Virus Hit, For Now

Korea's trade data for January provided the first real glimpse of the potential hit to international flows from the disruptions caused by the outbreak of the coronavirus.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  5 Feb 2020 BoJ Reaction to the Coronavirus Could Damage Activity, Perversely

We've previously highlighted the pro-cyclical elements of the BoJ's framework, but it's worth repeating, when an economic shock comes along.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  4 Feb 2020 Early PBoC Rate Cut Confirms Official Worry Over Virus fallout

The PBoC yesterday cut its 7-day and 14-day reverse repo rate by 10bp, to 2.40% and 2.55% respectively, while injecting RMB 1.2T through open market operations.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  31 Jan 2020 Ignore Korea's Upbeat Surveys: a Coronavirus Hit is Looming

The Bank of Korea's two main monthly economic surveys were very perky in January.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  30 Jan 2020 Coronavirus Raises the Risks of a Technical Recession in Japan

Japan is one of the countries most exposed to economic damage from the coronavirus.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  29 Jan 2020 What Policy Measures Can we Expect to Cushion Corona-impact

The extent of shut downs within China is now reaching extreme levels, going far beyond services and threatening demand for commodities, as well as posing a severe risk to the nascent upturn in the tech cycle.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  28 Jan 2020 Containment Measures Could Mean a Quarterly Fall in Chinese GDP

As the situation with the coronavirus develops, and we gain more information on the authorities' response, it's becoming clear that the damage to Q1 GDP is going to be nasty.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

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