Pantheon Macroeconomics

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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.

September

5 Jan 2021 Caixin PMI Implies China's Small Firms Due a Further Correction

Caixin PMI Implies China's Small Firms Due a Further Correction

Miguel Chanco (Senior Asia Economist)24th Dec 2020 12:34China+

24 Dec 2020 Is China Santa or the Grinch in the Global Inflation Outlook

China plays a pivotal role in the global inflation outlook.

Miguel Chanco (Senior Asia Economist)24th Dec 2020 00:10China+

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)21st Dec 2020 00:10China+

15 Dec 2020 Japan's Punchy Tankan Likely Overstates the Actual Q4 Recovery

Business sentiment in Japan continues to recover in the current quarter, with the main Tankan indices surprising to the upside.

Miguel Chanco (Senior Asia Economist)15th Dec 2020 00:10China+

12 Nov 2020 Poor Jobs Data Keep a Bank of Korea Rate Cut on the Table

Korea's unemployment rate rose to 4.2% in October, from 3.9% in September, exactly in line with our out-of-consensus call for a further increase.

Miguel Chanco (Senior Asia Economist)12th Nov 2020 00:10China+

Asia Datanote: U.K. Labour Market Data, September and October 2020

In one line: In line with expectations; the extension of the JRS has greatly brightened the near-term outlook.

Freya Beamish (Chief Asia Economist)10th Nov 2020 16:59China+

10 Nov 2020 China's Exporters will Soon Hit a Covid-19 Speedbump

October is likely to be as good as it gets for Chinese exporters for some time, with Covid-19 sweeping through developed markets once again.

Miguel Chanco (Senior Asia Economist)9th Nov 2020 22:00China+

30 Oct 2020 Expect the BoJ to Extend its Covid Support Measures in March

The Bank of Japan yesterday left its -0.10% policy balance rate and ten-year yield target of "around zero" unchanged, as widely expected.

Miguel Chanco (Senior Asia Economist)29th Oct 2020 18:10China+

29 Oct 2020 Winter is Coming... China's Industry is Set for a Cold Spell in Q4

September likely was as good as it will get for Chinese factories this year.

Miguel Chanco (Senior Asia Economist)28th Oct 2020 18:10China+

28 Oct 2020 Korea's Q3 GDP Bounce is Likely to be Downgraded, Q4 will be Softer

Korea is officially out of recession, with GDP rising by 1.9% quarter-on-quarter in Q3, following the 3.2% plunge in Q2.

Miguel Chanco (Senior Asia Economist)27th Oct 2020 18:10China+

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)27th Oct 2020 00:10China+

26 Oct 2020 Outright CPI Deflation in Japan is Here, Expect an Exit by Mid-2021

Outright CPI deflation likely already has taken hold in Japan. Friday's data showed inflation falling to zero percent in September, from 0.2% in the previous month.

Miguel Chanco (Senior Asia Economist)26th Oct 2020 00:10China+

Asia Datanote: Consumer Prices, Japan, September 2020

In one line: Outright CPI deflation is inevitable.

Freya Beamish (Chief Asia Economist)23rd Oct 2020 16:37China+

22 Oct 2020 Look for Japan's Trade Surplus to Double in the Coming Months

Japan's trade surplus soared further in September, to ¥675B, from ¥249B in August.

Miguel Chanco (Senior Asia Economist)22nd Oct 2020 00:10China+

19 Oct 2020 The Second Wave Brings Korea's Jobs Data Back Down to Earth

Korea's labour market ran out of luck in September, with the unemployment rate rebounding back up to 3.9%, after the surprise one-percentage point drop to 3.2% in August.

Miguel Chanco (Senior Asia Economist)19th Oct 2020 00:10China+

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)16th Oct 2020 00:10China+

Asia Datanote: Producer Prices, China, September 2020

In one line: Exit from deflation delayed to Q2.

Freya Beamish (Chief Asia Economist)15th Oct 2020 16:23China+

Asia Datanote: Money and Credit, China, September 2020

In one line: Sturdy; nothing more, nothing less.

Freya Beamish (Chief Asia Economist)14th Oct 2020 17:54China+

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