Pantheon Macroeconomics

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China+ Publications

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.

Duncan Wrigley

CHINA+ DATA WRAP 30 OCTOBER 2023

  • 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+

1 November 2023 China+ Monitor The BoJ's Softened Policy Commitment Invites Speculation

  • 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+

PM DATANOTE: BoJ Policy Decision, Japan, October

  • The BoJ tweaks its yield curve control policy, aiming to keep supportive settings in place

Duncan WrigleyChina+

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Keywords for: China+ Documents

China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence