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
- 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+
- The BoJ tweaks its yield curve control policy, aiming to keep supportive settings in place
Duncan WrigleyChina+
- In one line: China's LPR rate on hold, after the promising Q3 economic figures
Duncan WrigleyChina+
- 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+
- The BoK holds fast
- Japanese exports rebound
- Chinese home price fall continues
Duncan WrigleyChina+
- 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+
- The BoJ holds fast, despite persistent inflation challenge
Duncan WrigleyChina+
- The BoK keeps policy rate unchanged as inflation eases
Kelvin Lam (Senior China+ Economist)China+
- The BoK keeps policy rate unchanged as inflation eases
Kelvin Lam (Senior China+ Economist)China+
- PBoC Keeps 5Y LPR Unchanged; Korean Exports Deteriorate Further
Duncan WrigleyChina+
- PBoC announces no change to the five-year LPR; but local mortgage rates are still likely to fall
Duncan WrigleyChina+
The BoJ Makes Surprise Tweak to the YCC,
Tokyo Inflation Remains Stubbornly Elevated
Duncan WrigleyChina+
Chinese exports fall faster than expected, though auto exports bucked the downtrend
The BoK keeps policy settings on hold for another month
Duncan WrigleyChina+
The PBoC reduces lending rates to boost ailing recovery
Duncan WrigleyChina+
The BoJ Keeps Policy Settings Easy
Duncan WrigleyChina+
