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.

governor kuroda

21 Feb 2022 A Brief Lull, but Japanese Inflation will Soon Jump, Relatively Speaking

  • 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+

24 Jan 2022 Underlying Inflation Pressures are Already Fading in Japan

  • 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+

19 Jan 2022 Inflation Risks on the Rise in Japan, but Not Enough to Change Policy

  • 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+

20 Dec 2021 The BoJ Takes Another Step Back, but Don't Call it Hawkish

  • 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+

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Keywords for: China+ Documents

China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence