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Search Results: 20
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20 matches for " Japan GDP":

18 Mar 2020 Further Downgrades of our Japan GDP Forecasts (Publication Centre)

China's data on Monday were beyond dire, leading to a dramatic downward revision of our already grim Q1 GDP forecasts for the country.

ASIAN DATA WRAP 9 Dec 2019 (Publication Centre)

Japan GDP now shows more of the tax distortions. Japan's current account surplus is likely to see another downshift. Chinese imports boosted soybeans and circuits. China's FX reserves slide in November, as Phase One talks enter crunch time.

ASIAN DATA WRAP 2 Mar 2020 (Publication Centre)

China PMI chimes with our GDP downgrade last week. China's non-manufacturing PMI weakest on construction. Japan's MoF capex numbers point to Q4 GDP downgrade. Ignore the consensus-beating headline, Korean exports were abysmal in February, calendar effects aside. The virus now has infected Korea's PMI; expect business surveys to get a lot worse.

ASIAN DATA WRAP 17 Feb 2020 (Publication Centre)

Japan's GDP plunge: damning across the board, though with some modest potential for upward revision. China's rate cut was mainly a housekeeping move. China's housing market starts to feel the pinch from the virus.

ASIAN DATA WRAP 15 Oct 2019 (Publication Centre)

PPI deflation should soon trough. Chinese food inflation takes off. Japan's tertiary index points to strong Q3 GDP growth.

ASIAN DATA WRAP 20 May 2019 (Publication Centre)

Japan's Q1 GDP number leaves sales tax delay on the table

ASIAN DATA WRAP 22 Nov 2019 (Publication Centre)

Non-core items outweigh government measures in Japan's October CPI. Ignore the minor rebound in Japan's manufacturing PMI; the trend remains very weak. The post-tax drop and rebound in Japan's services PMI isn't as sharp, but Q4 looks vulnerable to a painful GDP hit.

ASIAN DATA WRAP 9 Mar 2020 (Publication Centre)

Rebound in Chinese trade will be hampered in the short run by virus disruptions around the world. PBoC leant against Covid-19 pressures on the RMB... a far cry from January's Phase One rally. Japan's Q4 GDP nose-dive downgraded on weaker private and public investment. Japan's current account surplus is facing strong crosscurrents.

ASIAN DATA WRAP 9 August 2019 (Publication Centre)

Japan's Q2 GDP growth was not all it's cracked up to be. M2 growth in Japan inched up in July, but trends at the margin have rolled over. China's July inflation uptick shows that the swine flu outbreak is nowhere near under control. China officially enters PPI deflation... but it shouldn't last beyond Q3.

ASIAN DATA WRAP 24 May 2019 (Publication Centre)

Japan's inflationary upturn will be limited. Japan's activity index reinforces case for Q1 GDP downgrades.

ASIAN DATA WRAP 14 Nov 2019 (Publication Centre)

Slowing FAI growth underscores the urgency for more PBoC easing October was painful and the slowdown in Chinese IP growth is far from over and no, households in China won't come to the economy's rescue. Japan sneaks in a tax hike; GDP data unfazed. Japan's tertiary index jars with the GDP data.

ASIAN DATA WRAP 10 June 2019 (Publication Centre)

China's trade surplus rejoins previous uptrend. China's FX reserves; strong valuations boost outweighs sales. Japan's Q1 GDP gets an upgrade, at the expense of Q2. Japan's current account surplus.

13 Aug 2019 The Pillars of Japanese Domestic Demand are Built on Shaky Ground (Publication Centre)

GDP growth in Japan surprised to the upside in the second quarter, although the preliminary headline arguably flattered the economy's actual performance.

12 Aug 2019 China's CPI--PPI Split will Persist, the PPI will Dictate Policymaking (Publication Centre)

The PBoC will find itself between a rock and a hard place in the coming months, as CPI inflation creeps further up towards its 3% target but PPI deflation deepens.

11 December 2018 China's Trade Surplus is Set to Rebuild Next Year (Publication Centre)

China's trade surplus appears modestly to be rebuilding, edging up to $34.0B in November, on our adjustment, from $33.3B in October. The recent trough was $24.B, in March.

17 May 2018 Japan has Paid for Breaking the Speed Limit in H1 Last Year (Publication Centre)

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.

23 Aug 2019 Japan's Services PMI Spike Points to a Punchy Q3... Before Q4 Payback (Publication Centre)

Japan's flash PMI numbers for August were a mixed bag.

ASIAN DATA WRAP 1 Apr 2020 (Publication Centre)

The Tankan survey reinforces our conviction in a c.2% y/y Q1 contraction in Japanese GDP. Caixin suggests March was as bad as February... that's bad. Ignore the headline, Korean exports rebounded strongly in March, salvaging Q1. Korean business sentiment is sinking to GFC territory.

6 Aug 2019 How Credible are China's Threats in Response to Trade War Escalation? (Publication Centre)

We've always said that China's first weapon, should the trade war escalate, is to do nothing and allow the RMB to depreciate.

ASIAN DATA WRAP 11 Oct 2019 (Publication Centre)

Japan's M2 growth stabilises but the near three year downtrend leaves GDP growth looking exposed

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