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Search Results: 18
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18 matches for " chinese new year":

18 February 2019 Chinese New Year Effects Evident in January's Money and Price Data (Publication Centre)

Take China's data dump last Friday with a pinch of salt, as Chinese New Year--CNY-- effects look to have distorted January's money and price data.

5 January 2018 Time to Talk Chinese New Year Already, Ignore the PMI Jumps (Publication Centre)

The Caixin services PMI jumped sharply to 53.9 in December from 51.9 in November. All the PMIs picked up significantly, but we find this hard to believe and suspect seasonality is to blame, though the adjustment is tricky.

23 February 2018 PBoC Fights Back Against RMB Strength but BoJ Le to Jawbone (Publication Centre)

The PBoC managed to keep interest rates well- anchored around the Chinese New Year holiday, when volatility is often elevated.

25 January 2018 Japan's Trade Surplus Should Diminish but December was a Blip (Publication Centre)

Chinese New Year effects were very visible in Japan's December trade data. Export growth slowed sharply to 9.3% year-over-year in December, from 16.2% in November.

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

Yesterday's Japanese activity data were grim.

2 March 2018 China's Caixin PMI Holds Steady, Despite Negative Calendar Effects (Publication Centre)

China's manufacturing PMI posted a surprise, albeit trivial, increase in February, to 51.6 up from 51.5 in January.

9 February 2018 China's Trade Surplus Knocked by Calendar Effects, RMB Takes a Cue (Publication Centre)

China's trade surplus tumbled to $20.3B in January, from $54.7B in December, surprising the consensus for little change.

5 February 2019 Where is the Evidence of a Pick-up in China's Household Sector (Publication Centre)

The Caixin services PMI ticked down to 53.6 in January, from 53.9 in December.

6 June 2018. The Caixin PMI Belies the Struggle in Finance and Real Estate (Publication Centre)

On the face of it, the Caixin services PMI was unremarkable in May, unchanged at 52.9.

2 February 2018 Caixin PMI will Fall in February, Though Activity will Strengthen (Publication Centre)

Holiday effects are tedious and you are going to hear us talking about them until the March data come through.

3 January 2018 Caixin PMI Overstates Momentum, but Activity will Strengthen in Q1 (Publication Centre)

The Caixin manufacturing PMI picked up to 51.5 in December from 50.8 in November. But the jump looks erratic and we expect it to correct in January.

11 January 2019 Chinese Inflation will Fall a bit Further, but Deflation is Off the Table (Publication Centre)

Yesterday's price data for China showed continued declines in both CPI and PPI inflation.

1 May 2018 China's Manufacturing PMI Points to Reflation Revival Temporarily (Publication Centre)

China's official manufacturing PMI implies a modest gain in momentum in Q2, at 51.4, compared with 51.0 on average in Q1.

18 April 2018 Don't be Lulled by China's Steady Year-over-Year Growth Rate (Publication Centre)

We can't afford the luxury of believing China's year-over-year growth rates. Real GDP growth was 6.8% year-over-year in Q1, matching the rate in Q4 and Q3, and hitting consensus.

1 November 2018 More Trick and Less Treat as the BoJ Leaves Market Hanging (Publication Centre)

The BoJ kept policy unchanged, as expected, at its meeting yesterday.

15 February 2019 Japan's Q4 GDP Growth Looks Poor, but the Details are Better (Publication Centre)

Japan's 0.3% quarter-on quarter increase in Q4 GDP was disappointing, on the face of it, after a downwardly-revised 0.7% fall in Q3.

16 April 2018 Chinese New Year Holiday Effects Spill over into the March Trade Data (Publication Centre)

The holiday effects are at it again. C hina's trade balance dropped to a deficit of $5.0B in March, from a surplus of $33.5B in February, confounding expectations for a surplus of $27.5B.

20 July 2018 Japan's Trade Balance Continues to Whipsaw Where is it Going Next (Publication Centre)

Japan's trade surplus has whipsawed recently. Sharp changes are to be expected in January and February, due to the shifting timing of Chinese New Year.

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