Pantheon Macroeconomics

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China+ Publications

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Labour Market

12 Jan 2021 Services Inflation is About to Stage a Recovery, Repairing Margins

Services Inflation is About to Stage a Recovery, Repairing Margins

Freya Beamish (Chief Asia Economist)11th Jan 2021 19:10China+

ASIAN DATA WRAP 7th January 2021

The Caixin manufacturing PMI was due a correction; Korea's manufacturing PMI looks exposed to correction

Freya Beamish (Chief Asia Economist)7th Jan 2021 12:07China+

4 Jan 2021 China PMI Gives Early Warning on Producer and Services Prices

China's official manufacturing PMI was little changed, at 51.9 in December, compared with 52.1 in November.

Miguel Chanco (Senior Asia Economist)24th Dec 2020 07:32China+

18 Dec 2020 An All-Encompassing Period of Disinflation is Afoot in India

CPI inflation in India slowed faster than expected in November, dropping to 6.9%, from the nine-month high of 7.6% in October.

Miguel Chanco (Senior Asia Economist)17th Dec 2020 19:10China+

15 Dec 2020 Japan's Punchy Tankan Likely Overstates the Actual Q4 Recovery

Business sentiment in Japan continues to recover in the current quarter, with the main Tankan indices surprising to the upside.

Miguel Chanco (Senior Asia Economist)14th Dec 2020 19:10China+

9 Dec 2020 Expect Japanese Consumption to Disappoint the Most this Quarter

Japan's GDP rebound in Q3 was upgraded to 5.3% quarter-on-quarter, from 5.0% in the preliminary report, representing a marginally sharper recovery from the revised 8.3%...

Miguel Chanco (Senior Asia Economist)8th Dec 2020 19:10China+

26 Nov 2020 More Evidence of Japan's Stalling Recovery, as Downside Risks Mount

The recovery in private consumption in Japan is showing clear signs of stalling.

Miguel Chanco (Senior Asia Economist)25th Nov 2020 19:10China+

25 Nov 2020 No Turnaround on the Horizon for Cooling Property Prices in China

Property prices in China continued to cool in October, as pressure remains on developers to avoid being caught out by the government's "three red lines" against...

Miguel Chanco (Senior Asia Economist)24th Nov 2020 19:10China+

17 Nov 2020 The Third Virus Wave and the Weak Jobs Market Threaten Japan's Q4

Japan's economy grew by 5.0% quarter-on-quarter in Q3, recouping just over half of the revised 8.2% contraction in Q2.

Miguel Chanco (Senior Asia Economist)16th Nov 2020 19:10China+

12 Nov 2020 Poor Jobs Data Keep a Bank of Korea Rate Cut on the Table

Korea's unemployment rate rose to 4.2% in October, from 3.9% in September, exactly in line with our out-of-consensus call for a further increase.

Miguel Chanco (Senior Asia Economist)11th Nov 2020 19:10China+

Asia Datanote: U.K. Labour Market Data, September and October 2020

In one line: In line with expectations; the extension of the JRS has greatly brightened the near-term outlook.

Freya Beamish (Chief Asia Economist)10th Nov 2020 11:59China+

26 Oct 2020 Outright CPI Deflation in Japan is Here, Expect an Exit by Mid-2021

Outright CPI deflation likely already has taken hold in Japan. Friday's data showed inflation falling to zero percent in September, from 0.2% in the previous month.

Miguel Chanco (Senior Asia Economist)25th Oct 2020 20:10China+

19 Oct 2020 The Second Wave Brings Korea's Jobs Data Back Down to Earth

Korea's labour market ran out of luck in September, with the unemployment rate rebounding back up to 3.9%, after the surprise one-percentage point drop to 3.2% in August.

Miguel Chanco (Senior Asia Economist)18th Oct 2020 20:10China+

13 Oct 2020 The Worst is Over for Japan's Capex Slump, but No Recovery is in Sight

Core machine orders in Japan surprised to the upside in August, when the country's second wave of Covid-19 peaked.

Miguel Chanco (Senior Asia Economist)12th Oct 2020 20:10China+

12 Oct 2020 The RBI is Locked and Loaded, a December Cut Appears Inevitable

The Monetary Policy Committee of the Reserve Bank of India voted unanimously on Friday to keep the repo rate unchanged, at 4.00%, as widely expected. The six members also retained...

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

ASIAN DATA WRAP 9 October 2020

Chinese services remain punchy, but momentum has subsided from the initial bounce

Miguel Chanco (Senior Asia Economist)9th Oct 2020 12:49China+

8 Oct 2020 Roller-Coaster in Chinese Reserves is Much Ado about Nothing

China's foreign exchange reserves have been extremely volatile over the past few months, yet uneventful at the same time.

Miguel Chanco (Senior Asia Economist)7th Oct 2020 20:10China+

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