Pantheon Macroeconomics

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Quantitive Easing

21 Dec 2020 The BoJ Extends its Covid Support, the "Review" Won't Change Much

The Bank of Japan kept its main policy settings unchanged on Friday, as widely expected. But the Policy Board voted unanimously to extend the duration of the Bank's Covid-19...

Miguel Chanco (Senior Asia Economist)20th Dec 2020 19:10China+

7 Dec 2020 Did the RBI Just Pour Cold Water on a February Rate Cut?

The Monetary Policy Committee of the Reserve Bank of India voted unanimously to keep the benchmark repo rate unchanged, at 4.00%, for a third straight meeting, as widely expected.

Miguel Chanco (Senior Asia Economist)6th Dec 2020 19:10China+

ASIAN DATA WRAP 2nd December 2020

The rate of QE in Japan continues to fall, with yields steady and the economy recovering. The correction in food prices should drag Korean inflation down in the short run.

Miguel Chanco (Senior Asia Economist)2nd Dec 2020 11:12China+

27 Nov 2020 The BoK's Challenge in 2021 is Managing Rate Hike Expectations

The Monetary Policy Board of the Bank of Korea yesterday left its benchmark base rate unchanged, at 0.50%, as widely expected.

Miguel Chanco (Senior Asia Economist)26th Nov 2020 19:10China+

17 Nov 2020 The Third Virus Wave and the Weak Jobs Market Threaten Japan's Q4

Japan's economy grew by 5.0% quarter-on-quarter in Q3, recouping just over half of the revised 8.2% contraction in Q2.

Miguel Chanco (Senior Asia Economist)16th Nov 2020 19:10China+

16 Nov 2020 The Door Just Shut for a December RBI Cut, Easing Will Resume in Q1

CPI inflation in India rose unexpectedly in October to 7.6%, from 7.3% in September, putting the final nail in the coffin for a potential RBI rate cut next month.

Miguel Chanco (Senior Asia Economist)15th Nov 2020 19:10China+

27 Oct 2020 Japan is Trying to "Live with Covid", but Spending is Hitting a Ceiling

Japan and Korea dealt with their second waves of Covid-19 in the third quarter in completely different ways.

Miguel Chanco (Senior Asia Economist)26th Oct 2020 20:10China+

16 Oct 2020 China will Stage Only a Narrow Escape from PPI Deflation in Q2

The moderation in PPI deflation in China stalled in December, underscoring the difficulty in returning to the black with slack persisting in the economy.

Miguel Chanco (Senior Asia Economist)15th Oct 2020 20:10China+

12 Oct 2020 The RBI is Locked and Loaded, a December Cut Appears Inevitable

The Monetary Policy Committee of the Reserve Bank of India voted unanimously on Friday to keep the repo rate unchanged, at 4.00%, as widely expected. The six members also retained...

Miguel Chanco (Senior Asia Economist)10th Oct 2020 20:10China+

8 Oct 2020 Roller-Coaster in Chinese Reserves is Much Ado about Nothing

China's foreign exchange reserves have been extremely volatile over the past few months, yet uneventful at the same time.

Miguel Chanco (Senior Asia Economist)7th Oct 2020 20:10China+

24 Sept 2020 PMIs Confirm Japan's Q3 Bounce, but Momentum will Fade in Q4

Japan's economic recovery got back on track this month--just--according to yesterday's flash PMI numbers.

Miguel Chanco (Senior Asia Economist)23rd Sep 2020 20:10China+

21 Sept 2020 Looming Deflation won't Bother the BoJ, but Longer-Term Clouds Will

A spell of outright CPI deflation in Japan is just around the corner. Headline inflation slipped to 0.2% in August, from 0.3% in the previous month, as the drag from the discounts...

Miguel Chanco (Senior Asia Economist)20th Sep 2020 20:10China+

14 Sept 2020 Enough Fuel has Been Spent to Power China's Recovery into 2021

China's economic recovery over the next twelve months remains secure, barring another major outbreak of Covid-19 domestically, or another synchronised lockdown globally.

Miguel Chanco (Senior Asia Economist)13th Sep 2020 20:10China+

10 Sept 2020 Back to Normal Programming, as China's PPI and CPI Converge

The pressure on Chinese industrial profits continued to ease in August, looking at the further moderation in PPI deflation.

Miguel Chanco (Senior Asia Economist)9th Sep 2020 20:10China+

1 Sep 2020 Chinese Manufacturing is Peaking, While Services are Still Catching-up

The momentum in Chinese manufacturing waned in August, with the official manufacturing PMI slipping marginally to 51.0, from 51.1 in July,

Miguel Chanco (Senior Asia Economist)31st Aug 2020 20:10China+

21 Aug 2020 No Real Reason for the PBoC to Flinch, as it Aims for a Quieter H2

The sound of silence in Chinese interest rates continued to reverberate this month.

Miguel Chanco (Senior Asia Economist)20th Aug 2020 19:10China+

19 Aug 2020 A Mixed Start to Q3 for China, the Recovery Remains Very Narrow

China's economy got off to an uneasy start in the third quarter.

Miguel Chanco (Senior Asia Economist)18th Aug 2020 19:10China+

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