Pantheon Macroeconomics

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China+ Publications

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

Please use the filters on the right to search for a specific date or topic.

Policy Decision

CHINA+ DATA WRAP 30 OCTOBER 2023

  • The BoJ makes tweak to yield curve control policy, while expecting core inflation to fall in 2024
  • China’s fall in manufacturing activity reinforces the need for continued economic support
  • China’s infrastructure construction activity is holding up

Duncan WrigleyChina+

PM DATANOTE: BoJ Policy Decision, Japan, October

  • The BoJ tweaks its yield curve control policy, aiming to keep supportive settings in place

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, October

  • In one line: China's LPR rate on hold, after the promising Q3 economic figures 

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 October 2023

  • No change to the LPR rate as the PBoC monitors the impact of earlier targeted support
  • Japan’s inflation falls to the lowest in 12 months, driven by slower core and energy inflation

Duncan WrigleyChina+

PM Datanote: BoK Policy Decision, Korea, October

  • The BoK keeps rates steady again: between a rock and a hard place 

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 OCTOBER 2023: The BoK holds fast

  • The BoK holds fast
  • Japanese exports rebound
  • Chinese home price fall continues

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 SEPTEMBER 2023

  • The BoJ holds fast, despite persistent inflation challenge
  •  Japan’s national consumer inflation is stubbornly elevated
  • Japan’s manufacturing activity shrank at the fastest rate in seven month
  • Services sector growth decelerates in September

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, September

  • The BoJ holds fast, despite persistent inflation challenge

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decisions, China, August

  • PBoC announces no change to the five-year LPR; but local mortgage rates are still likely to fall

Duncan WrigleyChina+

CHINA+ DATA WRAP 28 JULY 2023: The BoJ Makes Surprise Tweak to the YCC

The BoJ Makes Surprise Tweak to the YCC,
Tokyo Inflation Remains Stubbornly Elevated

Duncan WrigleyChina+

PM Datanote: PBoC Policy Decision, China, July

  • The PBoC leaves lending rates on hold this month, still monitoring the impact of June’s rate cuts

Duncan WrigleyChina+

CHINA+ DATA WRAP 13 JULY 2023: China's Exports Steepen their Decline

Chinese exports fall faster than expected, though auto exports bucked the downtrend
The BoK keeps policy settings on hold for another month

Duncan WrigleyChina+

PM Datanote: PBoC Policy Decision LPR, China, June

  • China Lowers LPRs with More Support Likely to Follow

Duncan WrigleyChina+

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Keywords for: China+ Documents

China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence