Pantheon Macroeconomics

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26 Feb 2021 BoK Leaves Itself Space for a GDP Upgrade... and Normalisation

The BoK left the Base Rate unchanged at 0.50% for the intermeeting period, by a unanimous decision.

Freya Beamish (Chief Asia Economist)26th Feb 2021 04:01China+

24 Feb 2021 Governor Lee Sounds Confident, and the Data Back him up

24 Feb 2021 Governor Lee Sounds Confident, and the Data Back him up

Freya Beamish (Chief Asia Economist)23rd Feb 2021 19:00China+

25 Jan 2021 January Trade is Sluggish, but not Collapsing Under Covid Strain

We've been on the watch for signs of deterioration in foreign trade as a result of renewed anti-Covid restrictions both within Asian countries, causing logistical difficulties,...

Freya Beamish (Chief Asia Economist)24th Jan 2021 19:10China+

ASIAN DATA WRAP 15th January 2021

Korea 7-dey repo rate, China home prices, Japan tertiary index

Josh Evans15th Jan 2021 10:55China+

14 Jan 2021 China's December Money and Credit Numbers are Worrisome

China's December Money and Credit Numbers are Worrisome

Freya Beamish (Chief Asia Economist)13th Jan 2021 19:00China+

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+

24 Nov 2020 Korean Exports are Barely Flinching, Bolstering the Case for a BoK Hold

Korea's 20-day trade data for November are one of the first real health checks for global trade since Covid-19 started again to sweep through Europe and the U.S.

Miguel Chanco (Senior Asia Economist)23rd 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+

15 Oct 2020 September's Money Data Give No Reason for the PBoC to Refuel

China's money and credit data continued to firm up in September, boding well for the economy's medium- to-long run growth prospects.

Miguel Chanco (Senior Asia Economist)14th 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+

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+

7 Sept 2020 Korean Exports are Still on the Road to Recovery, Backing the Won's Run

The recovery in Korean exports--a key leading indicator for global trade--appears to have stalled in August.

Miguel Chanco (Senior Asia Economist)6th Sep 2020 20:10China+

28 Aug 2020 The Devil is in the Details in China's Supposedly Strong Profits Picture

Industrial profits in China continues to go from strength to strength, with growth accelerating to 19.6% year-over-year in July, from 11.5% in July.

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

27 Aug 2020 Don't Put too Much Stock into Korea's August Confidence Indices

It looks as though business and consumer confidence in Korea has brushed off the economic threat of the second Covid-19 wave.

Miguel Chanco (Senior Asia Economist)26th Aug 2020 18:10China+

24 Aug 2020 The Improving Trade Picture will Keep the BoK at Bay, For Now

We expect the Monetary Policy Board of the Bank of Korea to keep its benchmark base rate unchanged on Thursday, at 0.50%.

Miguel Chanco (Senior Asia Economist)23rd Aug 2020 18:20China+

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+

8 July 2020 Japanese Wages are in Bad Shape Heading into Bonus Season

It is becoming increasingly safe to say that any bounce in private consumption following the end of Japan's state of emergency will be muted and difficult to sustain.

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

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+

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