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.
governor kuroda
- A slowdown in Japanese inflation in January will be followed by a surge in March...
- ...but the BoJ wants to see more sustainable price growth, and that means wage increases.
- We see little that would indicate a change in the base rate this year; policy should remain easy.
Craig BothamChina+
- Japanese headline inflation picked up in December, but core measures lost momentum.
- Early Korean trade data point to a weak start to 2022 for global trade, thanks in part to Omicron.
- External demand should rebound swiftly, but the bigger risk is disruption to Chinese production.
Craig BothamChina+
- The biggest change from the latest BoJ meeting was a reappraisal of the inflation outlook.
- Risks to inflation are now seen as balanced, rather than to the downside, the first change since 2014.
- Still, there will be no change in key policy settings for the next two years, with the target not in sight.
Craig BothamChina+
- The BoJ kept its main policy tools unchanged in December, but tinkered around the edges.
- An announced reduction in corporate debt purchases had already begun in practice.
- The taper is offset by an extension of SME lending, which has been a bigger balance sheet driver.
Craig BothamChina+
