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Below is a list of our China+ Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep
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In one line: The Bank of Korea is in no rush to cut rates, likely to start its easing cycle in Q4
BoJ raises the policy rate ahead of market expectations
In one line: China’s loan prime rates and short-term rates were unexpectedly lowered in July; plans revealed to revive local government finances
The PBoC's surprise MLF rate cut rams home China's re-orientation towards short-term growth support; fiscal policy tweaks
The BoK keeps the policy rate on hold, likely to make first cut in October
The BoK keeps the policy rate on hold, likely to make first cut in October
In one line: The BoJ will reveal detailed plans for bond tapering in July’s meeting.
In one line: The BoJ will reveal detailed plans for bond tapering in July’s meeting.
In one line: The Bank of Korea stands pat in May, citing upside risks to inflation
The BoJ resists JPY market pressure in keeping the policy rate target range steady
The BoJ holds the policy rate steady; Tokyo consumer inflation cools, thanks to education subsidies
In one line: The BoK stays put as inflation remains elevated, no surprise to the market.
PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022.
PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022
China’s property market rout continues, with prices falling further in February
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