Pantheon Macroeconomics

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The Rental Market

21 Jan 2021 The PBoC Shows its Hand Through its Open Market Operations

In the past couple of years, markets have begun to track PBoC moves much more tightly, as our first chart shows.

Freya Beamish (Chief Asia Economist)20th Jan 2021 19:00China+

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)14th Dec 2020 19:10China+

26 Nov 2020 More Evidence of Japan's Stalling Recovery, as Downside Risks Mount

The recovery in private consumption in Japan is showing clear signs of stalling.

Miguel Chanco (Senior Asia Economist)25th Nov 2020 19:10China+

25 Nov 2020 No Turnaround on the Horizon for Cooling Property Prices in China

Property prices in China continued to cool in October, as pressure remains on developers to avoid being caught out by the government's "three red lines" against...

Miguel Chanco (Senior Asia Economist)24th Nov 2020 19:10China+

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)11th Nov 2020 19:10China+

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 11:59China+

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)18th Oct 2020 20:10China+

5 Oct 2020 Don't Bank on a Continuation of Japan's Spending Rebound in Q3

The release of pent-up consumer demand in Japan has been rocky, following the end of the nationwide state of emergency in May. Retail sales values rose by 4.6% month-on-month in...

Miguel Chanco (Senior Asia Economist)4th Oct 2020 20:10China+

29 Sept 2020 India's Labour Reforms Go Hand-in-Hand with the Agri-Revolution

Last week, we wrote about the significant legislative developments in India's agricultural sector--see here-- which potentially could expedite the economy's move...

Miguel Chanco (Senior Asia Economist)28th Sep 2020 20:10China+

11 Sept 2020 Korea's August Jobs Surprise was all Luck, Look for a Second Wave Hit

Korea's unemployment rate plunged unexpectedly in August, to 3.2%--the lowest in a year--from 4.2% in July, defying expectations for no change and the renewed pressure...

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

3 Sep 2020 Japan's Labour Market isn't Bulletproof, More Pain is Coming

Japan's unemployment rate has been remarkably steady over the past few months.

Miguel Chanco (Senior Asia Economist)2nd Sep 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+

21 July 2020 End of Japan's State of Emergency Brought Little Initial Trade Relief

Japan's trade balance remained in the red in June, though the deficit narrowed sharply, to -¥269B from -¥838B in May.

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

20 July 2020 Is the Bank of Korea's Easing Cycle Over? Not Quite

The Monetary Policy Board of the Bank of Korea voted unanimously last week to keep the benchmark base rate unchanged, at 0.50%.

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

6 July 2020 Private Firms in China are Finally Waking Up from their Long Coma

The private sector in China has finally joined the party, boosting the durability of the economic recovery.

Miguel Chanco (Senior Asia Economist)5th Jul 2020 20:10China+

3 July 2020 Have Consumers Saved Korea from a Technical Recession

The end of Korea's first Covid-19 wave, coupled with the government's economic support measures, has been a boon for the retail industry.

Miguel Chanco (Senior Asia Economist)2nd Jul 2020 12:15China+

29 June 2020 Korea's Rekindling Housing Market Should Keep the BoK Disciplined

Korea's government is mulling a further tightening of borrowing rules to mitigate the risks of an overheated property market.

Miguel Chanco (Senior Asia Economist)28th Jun 2020 20:10China+

23 June 2020 Market Rates Should Continue to Fall in China, even with Stable LPR

China's loan prime rates were unchanged for a second straight month in June, as expected.

Miguel Chanco (Senior Asia Economist)22nd Jun 2020 20:10China+

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