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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 Rate

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

The BoK Keeps Rates on Hold While Striking a Tough Stance

Duncan WrigleyChina+

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

The BoJ Keeps Policy Settings on Hold, Despite an Uptick in Tokyo Inflation

Duncan WrigleyChina+

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

China's inflation remains soft on uneven recovery
China consumer inflation slows in most categories except services
China’s producer price deflation continues
BoK keeps policy rate on hold

Duncan WrigleyChina+

PM Data Note: PBoC Policy Decision, China, March

  • China Keeps Lending Rates on Hold, Monitoring the Recovery

Duncan WrigleyChina+

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

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

Duncan WrigleyChina+

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

Duncan WrigleyChina+

PM Note: Japan BoJ Policy Decision January

  • In one line: 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+

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Keywords for: China+ Documents

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