Pantheon Macroeconomics

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China+ Publications

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9 Mar 2020 Tanking Japanese Overtime Points to a Technical Recession

Labour cash earnings in Japan ostensibly started the year strongly, jumping by 1.5% year-over-year in January, much better than December's 0.2% slip.

Freya Beamish (Chief Asia Economist)8th Mar 2020 20:10China+

17 April 2019 Households are Primed for a Housing Upturn, but not Developers

China's property market looks to be turning the corner, going by the stronger-than-expected March report.

Freya Beamish (Chief Asia Economist)16th Apr 2019 20:10China+

19 March 2019 Don't get Used to a Japanese Trade Surplus Just Yet

Japan's adjusted trade balance flipped back to a modest surplus of ¥116B in February, after seven straight months of deficit.

Freya Beamish (Chief Asia Economist)18th Mar 2019 20:10China+

8 March 2019 How will Markets and the Economy, Fare as India's Elections Approach

India's prime minister, Narendra Modi, yesterday held his last cabinet meeting before the general election.

Freya Beamish (Chief Asia Economist)7th Mar 2019 19:10China+

8 January 2019 Expect to See a Real but Lukewarm Q4 GDP Recovery in Japan

Yesterday's Nikkei services PMI report completed Japan's set of surveys for the fourth quarter of 2018.

Freya Beamish (Chief Asia Economist)7th Jan 2019 19:10China+

18 December 2018 China's Property Market Boomlet is Set to Lose Steam

New home price growth in China has held up longer than we expected.

Freya Beamish (Chief Asia Economist)17th Dec 2018 19:10China+

30 October 2018 Are Chinese Pro ts Normalising But the Headwinds Remain

Chinese headline industrial profits data show that growth slowed to just 4.1% year-over-year in September, from 9.2% in August.

Freya Beamish (Chief Asia Economist)29th Oct 2018 20:10China+

18 September 2018 Don't Underestimate the Importance of China's Rolling Ball of Money

China's residential property market surprised again in August, with prices popping by 1.5% month- on-month, faster than the 1.2% rise in July, and the biggest increase since...

Freya Beamish (Chief Asia Economist)17th Sep 2018 20:10China+

16 August 2018 China's Phoenix Property Market Heats... Will it Help GDP Growth

It has been clear for some months now that China's housing market is refusing to quit, and July's data showed the phoenix rising strongly from the ashes.

Freya Beamish (Chief Asia Economist)15th Aug 2018 20:10China+

13 August 2018 Japan's Households Finally Stage a Come Back, Time for a BoJ Hike?

Japan's GDP growth came roaring back in Q2, thanks to a strong rebound in private consumption, and an acceleration in business capex.

Freya Beamish (Chief Asia Economist)12th Aug 2018 20:10China+

31 July 2018 Japanese Q2 GDP Growth Should Rebound Strongly

Japan's June retail sales data add to the run of numbers suggesting a strong rebound in real GDP growth in Q2, after the 0.2% contraction in activity in Q1.

Freya Beamish (Chief Asia Economist)30th Jul 2018 20:10China+

1 June 2018 China's PMIs Signal Another Rise in PPI In ation in May

The return of Chinese PPI inflation in 2016 helped to stabilise equities after the boom-bust of the previous year.

Freya Beamish (Chief Asia Economist)31st May 2018 18:10China+

11 May 2018 Base Effects Push up China's PPI Inflation, but Disin ation will Resume

The re-emergence of Chinese PPI inflation in 2016 was instrumental in stabilising equities after the 2015 bubble burst.

Freya Beamish (Chief Asia Economist)10th May 2018 18:50China+

7 February 2018 Global Liquidity has been Damaged Recently, but 2008 this is not

In terms of one-day moves, the drop in U.S. equities yesterday and Asian equities in the past two days has been pretty bad.

Freya Beamish (Chief Asia Economist)6th Feb 2018 08:41China+

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