Pantheon Macroeconomics

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Asia Publications

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Balance of Payments

ASIAN DATA WRAP 18th December 2020

The BoJ extends the duration of its Covid insurance policy, with the third wave worsening. CPI deflation in Japan should soon bottom-out.

Miguel Chanco (Senior Asia Economist)18th Dec 2020 16:49Asia

ASIAN DATA WRAP 16th December 2020

Japan's PMIs confirm that Q4 will be a write-off; Japanese exports are starting to feel the renewed squeeze from Covid; The calm before another storm in Korea's labour...

Miguel Chanco (Senior Asia Economist)16th Dec 2020 10:22Asia

30 Oct 2020 Expect the BoJ to Extend its Covid Support Measures in March

The Bank of Japan yesterday left its -0.10% policy balance rate and ten-year yield target of "around zero" unchanged, as widely expected.

Miguel Chanco (Senior Asia Economist)29th Oct 2020 18:10Asia

9 Oct 2020 Japan's Current Account Surplus Largely has Brushed-Off Covid-19

Japan's current account surplus jumped to its highest level in six months in August, rising to ¥2,103B from ¥1,468B in July.

Miguel Chanco (Senior Asia Economist)9th Oct 2020 00:10Asia

ASIAN DATA WRAP 27 August 2020

Second wave opens the door for another BoK rate cut; All is not well under the hood of Chinese profits; Japan's full all-industry data point to a downgrade to Q2 GDP

Miguel Chanco (Senior Asia Economist)27th Aug 2020 07:00Asia

ASIAN DATA WRAP 19 August 2020

Exports to the U.S. drove Japan's tentative return to a trade surplus in July, A capex collapse in Japan is probably already underway

Miguel Chanco (Senior Asia Economist)19th Aug 2020 07:00Asia

27 July 2020 Trade Likely Softened the Lockdown Hit in Q2, as Indian Imports Tanked

Net trade in India likely contributed positively to headline GDP growth in the lockdown-plagued second quarter, but for all the wrong reasons.

Miguel Chanco (Senior Asia Economist)27th Jul 2020 00:10Asia

21 July 2020 End of Japan's State of Emergency Brought Little Initial Trade Relief

Japan's trade balance remained in the red in June, though the deficit narrowed sharply, to -¥269B from -¥838B in May.

Miguel Chanco (Senior Asia Economist)21st Jul 2020 00:10Asia

16 July 2020 The BoJ's Q2 Outlook Tries to Walk a Tightrope as Activity Rebounds

July's BoJ meeting was a quiet one, with the Board keeping the -0.10% policy balance rate and the 10- year yield target of "around zero", as widely predicted.

Miguel Chanco (Senior Asia Economist)16th Jul 2020 00:10Asia

ASIAN DATA WRAP 15 July 2020

The BoJ holds steady... Expect more of the same for the rest of 2020.

Freya Beamish (Chief Asia Economist)15th Jul 2020 16:17Asia

ASIAN DATA WRAP 14 July 2020

The moderation of China's trade surplus has only just begun.

Freya Beamish (Chief Asia Economist)14th Jul 2020 16:00Asia

18 June 2020 Japan's Trade Surplus will be Back Before the End of the Year

Japan's trade deficit has bottomed out. The unadjusted shortfall narrowed to -¥833B in May,

Miguel Chanco (Senior Asia Economist)18th Jun 2020 00:10Asia

17 June 2020 An Uneventful BoJ Meeting, as it Sees Light at the End of the Tunnel

The Bank of Japan yesterday kept its -0.10% policy balance rate and ten-year yield target of "around zero", as expected.

Miguel Chanco (Senior Asia Economist)17th Jun 2020 00:10Asia

26 May 2020 Goodbye China GDP Target, Don't Let the Door Hit you on the Way Out

We've suspected that China's GDP targeting system was on its last legs for some time now.

Freya Beamish (Chief Asia Economist)26th May 2020 00:10Asia

ASIAN DATA WRAP 21 May 2020

Japan's trade balance should recover as domestic weakness sets in; Japan's manufacturing PMI undermines H2 recovery hopes; Japan's services PMI paints a damning...

Freya Beamish (Chief Asia Economist)21st May 2020 07:00Asia

21 May 2020 Don't Read too Much into the Q1 Stability in Japan's Machine Orders

Core machine orders in Japan held up surprisingly well in March, slipping by just 0.4% month-on-month, erasing only part of the 2.3% increase in February.

Freya Beamish (Chief Asia Economist)21st May 2020 00:10Asia

Asia 11 May 2020 Ignore China's Sturdy April Exports, Catch-Up can only go so Far

China's export data for April were a mixed bag, to say the least.

Freya Beamish (Chief Asia Economist)11th May 2020 00:10Asia

15 Apr 2020 China's Import Outperformance Likely Reflects Early Q1 Strength

China's unadjusted March trade balance rebounded to a surplus of $20B, from a combined deficit of -$7B in the first two months of the year.

Freya Beamish (Chief Asia Economist)15th Apr 2020 00:10Asia

ASIAN DATA WRAP 14 Apr 2020

Relative import strength jars with domestic data, while exports have yet to feel the full virus hit

Freya Beamish (Chief Asia Economist)14th Apr 2020 12:52Asia

14 Apr 2020 Much Better Money Data from China... Better Late than Never

We're doing a wrap-up of the data that were released last week while we were away, and the Chinese numbers were both a hit and a miss.

Freya Beamish (Chief Asia Economist)14th Apr 2020 00:10Asia

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