Pantheon Macroeconomics
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Below is a list of our China+ 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.
The PBoC keeps the MLF rate on hold, despite slowing credit growth
Disappointing credit data point to undercooked domestic demand, despite fiscal stimulus
In one line: Producer price deflation deepens further, thanks to excess capacity
In one line: China forex reserves rose more than expected in March, thanks to stronger trade surplus and bond inflows.
Japan's broad wage growth still lacklustre
PMIs point to services sector buoyancy in China and Japan
In one line: Japan’s Tokyo inflation ticks up in March, thanks to a smaller fall in energy prices
In one line: Manufacturing activity expands for the first time in 6 months
Chinese manufacturing demand improves after the Lunar New Year holiday
Korean exports propelled by resurgent semiconductor shipments
Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend
China’s industrial profits bounce in February, owing to base effects
In one line: China lending rates unchanged in March as per market consensus
CHINA+ OUTLOOK
- CHINA’S TWO SESSIONS OFFER ONLY TARGETED STIMULUS
- BOJ EXITS FROM NEGATIVE RATES; NO NEAR-TERM MOVES
- DEMAND FOR HIGH-END CHIPS LIFTS KOREAN EXPORTS
Modest improvement in still-dull Japanese manufacturing activity reading
Japan's robust services sector contrasts with drab manufacturing activity; Exports still strong, despite headline dip
In one line: The BoJ scraps negative rates and YCC policies in March, hinting at no further tightening unless inflation spikes.
In one line: The BoJ scraps negative rates and YCC policies in March, hinting at no further tightening unless inflation spikes.
China activity - industrial sector powers ahead, despite persistent property drag and retail sales losing steam
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