PM Datanote: BoK Policy Decision, Korea, May

• The BoK Keeps Rates on Hold While Striking a Tough Stance

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 MAY 2023: The BoK Strikes a Tough Stance

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PM Data Note: BoJ Policy Decision, Japan, April

•  The BoJ signals no shift to monetary policy settings in the near term

Duncan WrigleyChina+

CHINA+ DATA WRAP 28 APRIL 2023: The BoJ Keeps Policy Settings on Hold

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PM Data Note: PBoC Policy Decision, China, April

• China’s benchmark lending rates are unchanged, after Q1 data show domestic demand is picking up

Duncan WrigleyChina+

PM Data Note: BoK Policy Decision Korea March

• BoK keeps policy rate on hold, as global outlook darkens

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 APRIL 2023: China's inflation remains soft on uneven rebound

Duncan WrigleyChina+

PM Data Note: PBoC Policy Decision, China, March

• China Keeps Lending Rates on Hold, Monitoring the Recovery

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PM Data Note: BoJ Policy Decision, Japan, March

• The BoJ Keeps Easy Policy Settings on Hold at Governor Kuroda's Last Meeting

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 MARCH 2023: The BoJ Keeps Easy Policy Settings on Hold

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CHINA+ DATA WRAP 24 FEBRUARY 2023: Japan's CPI Nears Peak

Japan's CPI Nears Peak, as Mr. Ueda Indicates Short-term Policy Continuity

Duncan WrigleyChina+

PM Data Note: BoK Policy Decision Korea February

• BoK Holds Rates Steady, as Governor Rhee Signals Readiness to Hike

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 FEBRUARY 2023: BoK Holds Rates Steady

BoK Holds Rates Steady, as Governor Rhee Signals Readiness to Hike

Duncan WrigleyChina+

PM Data Note: CPI Japan December

• Japanese Inflation Edges Up on Higher Energy Costs

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PM Data Note: PBoC Policy Decision, China, January

• Waiting for the Reopening Phase 

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PM Note: Japan BoJ Policy Decision January

• In one line: The BoJ Maintains Policy Settings and Adds New Tool

Duncan WrigleyChina+

CHINA+ DATA WRAP 18 JANUARY 2023: The BoJ Keeps Policy Settings and Adds Tool

The BoJ Maintains Policy Settings and Adds New Tool

Duncan WrigleyChina+

21 Dec 2022 China+ Monitor BoJ Governor Kuroda Insists the YCC Tweak is not a Rate Hike

• The BoJ widened the 10-year yield trading band yesterday, taking markets completely by surprise...
• ...The official rationale is to alleviate the side-effects of yield curve control on the bond market...
• ...But we see it as providing the BoJ with more flexibility on timing policy tightening, bolstering the yen.

Duncan WrigleyChina+

PM Note: Japan BoJ Decision December

• In one line: the BoJ Tweaks Trading Range on 10-Year Yields

Duncan WrigleyChina+

19 Dec 2022 China+ Monitor Japan's Services PMI Brightens, While Manufacturing is Dim

• The uptick in Japan’s services PMI in December
  shows the impact of tourism support...
• ...But the gloomy manufacturing index will persuade the BoJ to keep monetary policy settings loose.
• China’s CEWC called for prioritising consumption and supporting “housing improvement” in 2023.

Duncan WrigleyChina+