Pantheon Macroeconomics

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China+ Publications

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10 Feb 2021 China's 2021 Recovery is Back on Track, M1 Growth Rebounded

China's 2021 Recovery is Back on Track, M1 Growth Rebounded

Freya Beamish (Chief Asia Economist)9th Feb 2021 19:00China+

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+

22 Dec 2020 The PBoC is Comfortable with its Policy Settings

The PBoC is rounding out 2020 remaining neutral in interbank markets.

Miguel Chanco (Senior Asia Economist)21st Dec 2020 19:10China+

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)14th Dec 2020 19:10China+

14 Dec 2020 Where are the Potential Surprises in Asia at the Turn of the Year?

As we head into 2021, a number of potential surprises--both positive and negative--could throw our full-year forecasts for Asia out of whack early in the year.

Miguel Chanco (Senior Asia Economist)13th Dec 2020 19:10China+

11 Dec 2020 China's Money Data Show no Real Cracks in the 2021 Recovery Story

China's latest money and credit data continue to reassure the PBoC that its job to secure the economy's recovery is done.

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

10 Dec 2020 The PBoC Never Cared much about Food Prices... this Won't Change

CPI inflation in China has fallen below zero for the first time since 2009, but we highly doubt that this will spook the PBoC.

Miguel Chanco (Senior Asia Economist)9th Dec 2020 19:10China+

Asia Datanote: Money and Credit, China, November 2020

In one line: More important to the PBoC than the descent into CPI deflation.

Freya Beamish (Chief Asia Economist)9th Dec 2020 11:34China+

1 Dec 2020 More Questions than Answers after India's Hefty Q3 GDP Rebound

India's GDP report for the third quarter surprised to the upside, with the year-over-year contraction moderating significantly to -7.5%, from -23.9% in Q2.

Miguel Chanco (Senior Asia Economist)30th 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: Money and Credit, China, October 2020

In one line: The economy's 2021 recovery is intact.

Freya Beamish (Chief Asia Economist)11th Nov 2020 09:55China+

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 14:10China+

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+

Asia Datanote: Money and Credit, China, September 2020

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

Freya Beamish (Chief Asia Economist)14th Oct 2020 13:54China+

13 Oct 2020 The Worst is Over for Japan's Capex Slump, but No Recovery is in Sight

Core machine orders in Japan surprised to the upside in August, when the country's second wave of Covid-19 peaked.

Miguel Chanco (Senior Asia Economist)12th Oct 2020 20:10China+

2 Oct 2020 The Good and--Mostly--Bad of Japan's Q3 Tankan Survey

Japan's key Tankan indices rebounded in the third quarter, from their lowest levels since the global financial crisis.

Miguel Chanco (Senior Asia Economist)1st Oct 2020 20:10China+

22 Sept 2020 China's LPR is Going Nowhere, the PBoC's Next Move is Up, in 2021

China's prime loan rates were unchanged for September, as widely expected.

Miguel Chanco (Senior Asia Economist)21st Sep 2020 20:10China+

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