Pantheon Publications
Below is a list of our Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.
Please use the filters on the right to search for a specific date or topic.
Duncan Wrigley
- The BoJ makes tweak to yield curve control policy, while expecting core inflation to fall in 2024
- China’s fall in manufacturing activity reinforces the need for continued economic support
- China’s infrastructure construction activity is holding up
Duncan WrigleyChina+
- The BoJ announced another change to make itsyield curve control policy more flexible yesterday.
- The switch to a soft "reference" target, from a hard cap, is likely to lead investors to test the BoJ.
- The Bank is likely to hold the line, just, until U.S. yields fall next year, relieving pressure on the JPY.
Duncan WrigleyChina+
- The BoJ tweaks its yield curve control policy, aiming to keep supportive settings in place
Duncan WrigleyChina+