Pantheon Macroeconomics
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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
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Japan's CPI Nears Peak, as Mr. Ueda Indicates Short-term Policy Continuity
BoK Holds Rates Steady, as Governor Rhee Signals Readiness to Hike
The BoJ Maintains Policy Settings and Adds New Tool
China’s industrial profits fell faster in October, owing to Covid-related disruptions and soft price trends.
Autos and equipment manufacturing are exceptions; profits are rising thanks to policy support.
Changing Covid policy holds the key to an eventual improvement in broad industrial profits.
Tokyo headline CPI accelerated further in November, on the back of food price rises...
...But the BoJ is likely to view domestic demand as still weak, and so leave monetary policy unchanged.
China’s RRR cut is mainly about funding fiscal policy to cushion growth, as Covid cases surge again.
The BoK hiked the policy rate by only 25 basis points, concerned about growth as well as inflation.
Governor Rhee would not give a timeline for rate cuts, even as the Bank cut its 2023 growth outlook.
Japan’s flash PMIs for November indicated a continued economic downturn, after the Q3 GDP fall.
The BoK hikes by only 25 basis points, balancing worries about growth and inflation
The BoK hikes by only 25 basis points, balancing worries about growth and inflation
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