Pantheon Macroeconomics

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Asia Publications

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11 Nov 2019 Signs of Stabilisation in Chinese Trade, but don't Get too Excited

China's October foreign trade headlines beat expectations, but the year-over-year numbers remain grim, with imports falling 6.4%, only a modest improvement from the 8.5%...

Freya Beamish (Chief Asia Economist)10th Nov 2019 19:10Asia

6 Nov 2019 PBoC Wades in with a... 5bp MLF cut, it's Nowhere Near Enough

The PBoC finally moved yesterday, cutting its one-year MLF rate by 5bp to 3.25%, whilst replacing around RMB 400B of maturing loans.

Freya Beamish (Chief Asia Economist)5th Nov 2019 19:10Asia

20 Sept 2019 Next BoJ Meeting is Live it's About Cost-Minimisation, not Expansion

The big question left by the BoJ at yesterday's meeting is how, if at all, they will follow up in October.

Freya Beamish (Chief Asia Economist)19th Sep 2019 20:10Asia

18 Sept 2019 Markets have let the BoJ off the Hook the Bank will be Grateful

Markets have given the BoJ a break this month, with the 10-year JGB yield rising back into the implied band around the 0% target, and the yen snapping its appreciation streak.

Freya Beamish (Chief Asia Economist)17th Sep 2019 20:10Asia

19 June 2019 Mr. Draghi Just Made Things Difficult for the BoJ

In light of Mr. Draghi's Sintra speech, we take this opportunity to give an update on the BoJ's stance, ahead of the meeting on Thursday.

Freya Beamish (Chief Asia Economist)18th Jun 2019 20:10Asia

12 June 2019 Markets Having Cake and Eating it will be Caught out by the BoJ

Central bankers globally are full of market- appeasing but conditional statements.

Freya Beamish (Chief Asia Economist)11th Jun 2019 20:10Asia

26 November 2018 The Coming Year won't Provide Much Respite for Asian Economies

The past year has been difficult for Asian economies, with trade wars, natural disasters, and misguided policies, to name a few, putting a dampener on growth.

Freya Beamish (Chief Asia Economist)25th Nov 2018 19:10Asia

20 September 2018 Consensus is Wrong in Thinking the BoJ will Sit on its Hands Next Year

The BoJ kept all policy measures unchanged at its meeting yesterday.

Freya Beamish (Chief Asia Economist)19th Sep 2018 20:10Asia

21 June 2018 As Trade Tensions Mount, will the PBoC Stabilise the RMB Basket

As promised, Mr. Trump retaliated earlier this week against China's weekend retaliation, after his refusal to back down on the initial tariffs on $50B-worth of imports of...

Freya Beamish (Chief Asia Economist)20th Jun 2018 18:10Asia

20 April 2018 Why the BoJ Needs to Steepen the JGB Yield Curve

The BoJ yesterday published its semi-annual Financial System Report, which often gives insights into the longer-term thinking driving BoJ policy.

Freya Beamish (Chief Asia Economist)19th Apr 2018 18:30Asia

12 January 2018 China's SAFE Could end up Diversifying Away from USD After all

China's State Administration of Foreign Exchange-- SAFE--yesterday refuted claims, made earlier in the week, that senior government officials had recommended slowing...

Freya Beamish (Chief Asia Economist)11th Jan 2018 06:34Asia

16 November 2017 Japanese Domestic Demand Disappoints, but will Rebound

Japanese GDP growth in the third quarter corrected the imbalances of the second. Domestic demand took a breather after unsustainable growth in Q2, while net exports rebounded.

Freya Beamish (Chief Asia Economist)15th Nov 2017 06:03Asia

1 November 2017 BoJ Signals Intransigence as Global Central Banks Tighten

The BoJ kept monetary policy unchanged yesterday, as expected, with the signal coming through loud and clear: Japan's central bank will continue its aggressive easing policy...

Freya Beamish (Chief Asia Economist)31st Oct 2017 06:33Asia

9 October 2017 Japan's Wages Continue to Grow, the Party of Hope Reveals Policy

Japanese average regular wages increased at an annualised rate of 0.6% in the three months to August compared with the previous three months, matching the rate in July.

Freya Beamish (Chief Asia Economist)6th Oct 2017 07:48Asia

3 July 2017 China's Industrial Complex still Strong in Q2, H2 in Draghi's Hands

We expect China's quarterly real GDP growth in the second quarter to edge down from Q1, but only because Q1 growth was unsustainable. The official data shows real GDP growth...

Freya Beamish (Chief Asia Economist)2nd Jul 2017 17:33Asia

20 June 2017 China Property is Slowing, Prices now Depend on Mortgage Rates

House price inflation in tier-one cities has been crushed by China's most recent monetary tightening. This is a sharp turnaround from the overheating mid-way through last...

Freya Beamish (Chief Asia Economist)19th Jun 2017 10:19Asia

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