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+

9 Feb 2021 Japan's GDP Growth Likely Slowed in Q4, Before a Q1 Contraction

Japan's GDP Growth Likely Slowed in Q4, Before a Q1 Contraction

Freya Beamish (Chief Asia Economist)8th Feb 2021 19:10China+

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)7th Feb 2021 19:10China+

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+

5 Jan 2021 Caixin PMI Implies China's Small Firms Due a Further Correction

Caixin PMI Implies China's Small Firms Due a Further Correction

Miguel Chanco (Senior Asia Economist)24th Dec 2020 07:34China+

24 Dec 2020 Is China Santa or the Grinch in the Global Inflation Outlook

China plays a pivotal role in the global inflation outlook.

Miguel Chanco (Senior Asia Economist)23rd 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+

9 Dec 2020 Expect Japanese Consumption to Disappoint the Most this Quarter

Japan's GDP rebound in Q3 was upgraded to 5.3% quarter-on-quarter, from 5.0% in the preliminary report, representing a marginally sharper recovery from the revised 8.3%...

Miguel Chanco (Senior Asia Economist)8th Dec 2020 19:10China+

3 Dec 2020 Korea's Export Recovery is Back on Track, but Q4 will be More Muted

The recovery in Korean exports resumed in September, with shipments rising by 4.0% year- over-year, a turnaround from the 3.8% decline in the previous month.

Miguel Chanco (Senior Asia Economist)2nd Dec 2020 19:10China+

19 Nov 2020 Japanese Exporters Should Brace for a Bumpy End to 2020

Japan's exports showed no signs of jitters in October, when countries in Europe started reimposing nationwide lockdowns in response to the rapid escalation of Covid-19 cases.

Miguel Chanco (Senior Asia Economist)18th Nov 2020 19:10China+

18 Nov 2020 Industrial Production Growth in China has Peaked

Industrial production growth in China surprised to the upside in October, remaining stable at September's nine-month high of 6.9% year-over-year.

Miguel Chanco (Senior Asia Economist)17th Nov 2020 19:10China+

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)16th Nov 2020 19:10China+

13 Nov 2020 Japan's Sturdy Q3 GDP Rebound will be a Tough Act to Follow

Japan's GDP report for the third quarter, due on Monday, is likely to show that the economy rebounded by 5.2% quarter-on-quarter, following the 7.9% collapse in Q2.

Miguel Chanco (Senior Asia Economist)12th Nov 2020 19:10China+

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+

29 Oct 2020 Winter is Coming... China's Industry is Set for a Cold Spell in Q4

September likely was as good as it will get for Chinese factories this year.

Miguel Chanco (Senior Asia Economist)28th Oct 2020 14:10China+

28 Oct 2020 Korea's Q3 GDP Bounce is Likely to be Downgraded, Q4 will be Softer

Korea is officially out of recession, with GDP rising by 1.9% quarter-on-quarter in Q3, following the 3.2% plunge in Q2.

Miguel Chanco (Senior Asia Economist)27th Oct 2020 14:10China+

19 Oct 2020 The Second Wave Brings Korea's Jobs Data Back Down to Earth

Korea's labour market ran out of luck in September, with the unemployment rate rebounding back up to 3.9%, after the surprise one-percentage point drop to 3.2% in August.

Miguel Chanco (Senior Asia Economist)18th Oct 2020 20:10China+

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+

5 Oct 2020 Don't Bank on a Continuation of Japan's Spending Rebound in Q3

The release of pent-up consumer demand in Japan has been rocky, following the end of the nationwide state of emergency in May. Retail sales values rose by 4.6% month-on-month in...

Miguel Chanco (Senior Asia Economist)4th Oct 2020 20:10China+

1 Oct 2020 Is Q3 as Good as it Gets for China's Manufacturing PMIs

China's manufacturers ended the third quarter on a fairly strong note.

Miguel Chanco (Senior Asia Economist)30th Sep 2020 20:10China+

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