Pantheon Macroeconomics
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Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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In one line: Japan’s GDP shrinks for the first time in a year, reinforcing the BoJ's wait-and-see stance.
In one line: Japan's core inflation surprised on the upside, but unlikely to sway BoJ into hiking mode
In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June
Japanese exports fall as US tariff hikes slam auto shipments
Japanese exports fall as US tariff hikes slam auto shipments
In one line: Japan's services sector expands at a slower pace in May
In one line: Japan's manufacturing PMI rose as US importers rushed orders ahead of Tariff reprieve expiry.
In one line : Japanese inflation continues to outpace labour earnings; BoJ likely to hold rates in June.
In one line: BoK cuts to 2.50% on weaker growth outlook amid tariff war impact
Core inflation ticks up after removal of energy subsidies
Core inflation nudges up, after energy subsidies end
BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year
BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year
The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk
The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk
China's foreign reserves excluding valuation effects fell
Japan's real wage decline hurts consumption
Tokyo inflation picks up, but the BoJ's immediate focus will be on US auto tariffs
Tokyo inflation picks up, but the BoJ's immediate focus will be on US auto tariffs
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