Pantheon Macroeconomics
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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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The BoJ stays pat and Governor Ueda keeps options open
China's stimulus lifts manufacturing PMI
BoJ stays pat and Governor Ueda keeps options open
MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday
MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday
PBoC's policy support should stoke short-term market sentiment and growth, but won't solve China's structural woes
Japan's flash PMIs show mixed performance
14 day reverse repo rate cut isn't additional stimulus, but completion of July's rate cuts
BoJ holds fast, offering rosier view on consumption activity
BoJ holds steady as Japan's national inflation rises modestly
China's LPRs unchanged
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 PBoC leaves the MLF rate unchanged, despite the April credit data dip
The PBoC leaves the MLF rate unchanged, despite the April credit data dip
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,