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.

easing

7 May 2021 CPI Inflation will Soon Point to Higher Yields, But not Yet

CPI Inflation will Soon Point to Higher Yields, But not Yet

Freya Beamish (Chief Asia Economist)7th May 2021 00:00China+

28 Apr 2021 Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Freya Beamish (Chief Asia Economist)28th Apr 2021 00:00China+

22 Mar 2021 Further BoJ Retreat from Abenomics, but Not Tightening

Further BoJ Retreat from Abenomics, but Not Tightening

Freya Beamish (Chief Asia Economist)22nd Mar 2021 00:10China+

18 Mar 2021 The Three Most Likely Things to Emerge from the BoJ's Review

The Three Most Likely Things to Emerge from the BoJ's Review

Freya Beamish (Chief Asia Economist)18th Mar 2021 00:00China+

12 Mar 2021 Don't Underestimate Base Effects in China's February Activity Data

Don't Underestimate Base Effects in China's February Activity Data

Freya Beamish (Chief Asia Economist)12th Mar 2021 00:00China+

23 February 2021 What are the Ripple Effects of the PBoC's Stage-One Tightening

What are the Ripple Effects of the PBoC's Stage-One Tightening

Freya Beamish (Chief Asia Economist)22nd Feb 2021 13:16China+

8 Feb 2021 Stress-testing our Theory of Further M1 Acceleration in Q1

Stress-testing our Theory of Further M1 Acceleration in Q1

Freya Beamish (Chief Asia Economist)8th Feb 2021 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+

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)7th Dec 2020 00:10China+

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 16:12China+

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)27th Nov 2020 00:10China+

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)17th Nov 2020 00:10China+

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)16th Nov 2020 00:10China+

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+

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+

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)11th Oct 2020 00:10China+

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)8th Oct 2020 00:10China+

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