Pantheon Macroeconomics

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China+ Publications

Below is a full list of our China Publications.

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27 Oct 2020 Japan is Trying to "Live with Covid", but Spending is Hitting a Ceiling

Japan and Korea dealt with their second waves of Covid-19 in the third quarter in completely different ways.

Miguel Chanco (Senior Asia Economist)26th Oct 2020 20:10China+

28 Apr 2020 No Bazooka from the BoJ, but More Support for Firms and Banks

The Policy Board of the Bank of Japan stepped up its Covid-19 liquidity relief measures yesterday, while retaining its main policy settings--namely, the -0.10% balance rate...

Freya Beamish (Chief Asia Economist)27th Apr 2020 20:10China+

23 Mar 2020 Japan's Threat to Global Financial Markets in this Massive Real Shock

The Covid-19 shock to the real economy in China, and now the world, is colossal. Asia is leading the downturn, both because the outbreak started in China, but also because of its...

Freya Beamish (Chief Asia Economist)22nd Mar 2020 20:10China+

18 Mar 2020 Further Downgrades of our Japan GDP Forecasts

China's data on Monday were beyond dire, leading to a dramatic downward revision of our already grim Q1 GDP forecasts for the country.

Freya Beamish (Chief Asia Economist)17th Mar 2020 20:10China+

19 Nov 2019 PBoC Hasn't Turned More Dovish, the Latest Cut was Housekeeping

The People's Bank of China cut its seven-day reverse-repo rate yesterday, to 2.50% from 2.55%.

Freya Beamish (Chief Asia Economist)18th Nov 2019 19:10China+

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 19:10China+

27 Sept 2019 Is the "Repo Crisis" a Sign to Batten Down the Hatches for GFC 2.0

In the financial crisis, a squeeze in short-term dollar markets forced banks to sell assets, which were then exposed as soured.

Freya Beamish (Chief Asia Economist)26th Sep 2019 20:10China+

26 Sept 2019 The "Repo Crisis" is no Technicality Think Central Bank Divergence

After the disruption in repo markets last week, theories are flying as to what's going on.

Freya Beamish (Chief Asia Economist)25th Sep 2019 20:10China+

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 20:10China+

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 20:10China+

17 Sept 2019 China Needs a Rate Cut and an Interim Deal it will Prioritise Rates

China's activity data yesterday made pretty uncomfortable reading for policymakers.

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

9 Sept 2019 China's RRR cut Helps Credit Supply but Demand Still Wanting

The PBoC cut the Reserve Requirement Ratio late on Friday--as signalled at last Wednesday's State Council meeting--by 0.5 percentage points, to be implemented from...

Freya Beamish (Chief Asia Economist)8th Sep 2019 20:10China+

6 Sept 2019 China Signals Stimulus Top-ups are on the Way

A growing number of economists have marked down their forecasts for Chinese growth next year to below the critical 6% year-over-year rate, required to ensure that the authorities...

Freya Beamish (Chief Asia Economist)5th Sep 2019 20:10China+

4 Sept 2019 A Japanese Stimulus Package is on its Way, but not a Rate Cut

The BoJ has no good options, and its leeway for changes to existing policy instruments is limited.

Freya Beamish (Chief Asia Economist)3rd Sep 2019 20:10China+

29 Aug 2019 Hong Kong It's not Just the Economy, Stupid

Concern over individual freedoms was the spark for Hong Kong's recent demonstrations and troubles, and protesters' demands continue to be political in nature.

Freya Beamish (Chief Asia Economist)28th Aug 2019 20:10China+

2 Aug 2019 The BoK Slowly is Setting the Stage for a Quieter Run to the End of 2019

The Bank of Korea yesterday laid out its conditions for following July's rate cut with another.

Freya Beamish (Chief Asia Economist)1st Aug 2019 20:10China+

30 July 2019 Japan's LDP Sails Through Election Consumers Wary of Tax Hike

Japan returned the ruling LDP coalition to power in an upper house election over the weekend.

Freya Beamish (Chief Asia Economist)29th Jul 2019 20:10China+

12 July 2019 What's Behind China's Likely 0.2pp Slippage in Q2 Real GDP Growth

China's Q2 official GDP growth, to be released on Monday, likely slowed to 6.2% year-over-year, from 6.4% in Q1.

Freya Beamish (Chief Asia Economist)11th Jul 2019 20:10China+

9 July 2019 Japan's Machine Orders Douse Resilient Domestic Demand Hopes

The 7.8% month-on-month plunge in Japan's core machine orders in May re-emphasises the underlying weakness that we have been worrying about, after the 5.2% jump in April.

Freya Beamish (Chief Asia Economist)8th Jul 2019 20:10China+

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