Pantheon Macroeconomics

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China+ Publications

Below is a full list of our China Publications.

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11 Dec 2020 China's Money Data Show no Real Cracks in the 2021 Recovery Story

China's latest money and credit data continue to reassure the PBoC that its job to secure the economy's recovery is done.

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

Asia Datanote: Money and Credit, China, November 2020

In one line: More important to the PBoC than the descent into CPI deflation.

Freya Beamish (Chief Asia Economist)9th Dec 2020 11:34China+

Asia Datanote: Money and Credit, China, October 2020

In one line: The economy's 2021 recovery is intact.

Freya Beamish (Chief Asia Economist)11th Nov 2020 09:55China+

15 Oct 2020 September's Money Data Give No Reason for the PBoC to Refuel

China's money and credit data continued to firm up in September, boding well for the economy's medium- to-long run growth prospects.

Miguel Chanco (Senior Asia Economist)14th Oct 2020 20:10China+

Asia Datanote: Money and Credit, China, September 2020

In one line: Sturdy; nothing more, nothing less.

Freya Beamish (Chief Asia Economist)14th Oct 2020 13:54China+

18 Sept 2020 The Bank of Japan Still has Plenty of Room to Expand Covid Support

The Policy Board of the Bank of Japan yesterday kept its main settings unchanged, as widely expected. In another 8-to-1 vote, members maintained the policy balance rate and the...

Miguel Chanco (Senior Asia Economist)17th Sep 2020 20:10China+

Asia Datanote Money and Credit, China, August 2020

In one line: Still no reason for the PBoC to panic.

Freya Beamish (Chief Asia Economist)11th Sep 2020 10:32China+

21 Aug 2020 No Real Reason for the PBoC to Flinch, as it Aims for a Quieter H2

The sound of silence in Chinese interest rates continued to reverberate this month.

Miguel Chanco (Senior Asia Economist)20th Aug 2020 19:10China+

13 July 2020 Will the Emergence of Japan's Second Wave Derail the Recovery?

Japan's second wave of Covid-19 is in its early phase, though the virus appears to be spreading rapidly.

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

29 June 2020 Korea's Rekindling Housing Market Should Keep the BoK Disciplined

Korea's government is mulling a further tightening of borrowing rules to mitigate the risks of an overheated property market.

Miguel Chanco (Senior Asia Economist)28th Jun 2020 20:10China+

Asia Datanote: Money and Credit, China, May 2020

In one line: No need for additional PBoC rate cuts, for now

Freya Beamish (Chief Asia Economist)10th Jun 2020 08:51China+

10 June 2020 Collapse in Overtime Hours and Pay in April is Damning for Japan's Q1

Private consumption in Japan will take time to recover, even if some semblance of normality returns from this month.

Miguel Chanco (Senior Asia Economist)9th Jun 2020 18:10China+

26 May 2020 Goodbye China GDP Target, Don't Let the Door Hit you on the Way Out

We've suspected that China's GDP targeting system was on its last legs for some time now.

Freya Beamish (Chief Asia Economist)25th May 2020 20:10China+

21 May 2020 Don't Read too Much into the Q1 Stability in Japan's Machine Orders

Core machine orders in Japan held up surprisingly well in March, slipping by just 0.4% month-on-month, erasing only part of the 2.3% increase in February.

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

20 May 2020 Two Session Signals will be Blurred, QE is Coming but to no Fanfare

The annual National People's Congress meeting of China's legislature will get underway at the end of this week, after delay due to the Covid outbreak.

Freya Beamish (Chief Asia Economist)19th May 2020 20:10China+

15 May 2020 Japan's H1 GDP will be Horrible, Spread of Damage is Less Certain

Japan's GDP likely dropped by 1.1% quarter- on-quarter in the first quarter, even from the favourable Q4 base, when it fell by 1.8%.

Freya Beamish (Chief Asia Economist)14th May 2020 20:10China+

13 May 2020 Punchy Money Data for April Keep China's Recovery Hopes Alive

China's money data continued to improve in April, bolstering the economy's recovery prospects.

Freya Beamish (Chief Asia Economist)12th May 2020 20:10China+

Asia Datanote: Money and Credit, China, April

In one line: Post-lockdown momentum intact, just

Freya Beamish (Chief Asia Economist)11th May 2020 05:50China+

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