Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
PBoC's policy support should stoke short-term market sentiment and growth, but won't solve China's structural woes
Japan's flash PMIs show mixed performance
14 day reverse repo rate cut isn't additional stimulus, but completion of July's rate cuts
October rate hike seems off the cards
BoJ holds fast, offering rosier view on consumption activity
BoJ holds steady as Japan's national inflation rises modestly
China's LPRs unchanged
In one line: The Bank of Korea is in no rush to cut rates, likely to start its easing cycle in Q4
BoJ raises the policy rate ahead of market expectations
BoJ raises the policy rate ahead of market expectations
China's official PMIs point to stagnating manufacturing activity & slump in construction demand
In one line: China’s loan prime rates and short-term rates were unexpectedly lowered in July; plans revealed to revive local government finances
The PBoC's surprise MLF rate cut rams home China's re-orientation towards short-term growth support; fiscal policy tweaks
The BoK keeps the policy rate on hold, likely to make first cut in October
The BoK keeps the policy rate on hold, likely to make first cut in October
In one line: The BoJ will reveal detailed plans for bond tapering in July’s meeting.
In one line: The BoJ will reveal detailed plans for bond tapering in July’s meeting.
In one line: The Bank of Korea stands pat in May, citing upside risks to inflation
The BoJ resists JPY market pressure in keeping the policy rate target range steady
The BoJ holds the policy rate steady; Tokyo consumer inflation cools, thanks to education subsidies
In one line: The BoK stays put as inflation remains elevated, no surprise to the market.
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,