Pantheon Macroeconomics

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China+ Publications

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new export orders

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 08:16China+

CHINA+ DATA WRAP 9.2.21

Japan's machine tool orders losing a little steam, but still sturdy. 

Freya Beamish (Chief Asia Economist)9th Feb 2021 11:14China+

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+

2 Feb 2021 China's Survey Data Point to Trade Deterioration in January

China's Survey Data Point to Trade Deterioration in January

Freya Beamish (Chief Asia Economist)1st Feb 2021 19:10China+

ASIAN DATA WRAP 14th January 2021

China trade, China exports, China imports, Japan machine orders, Japan PPI deflation

Freya Beamish (Chief Asia Economist)14th Jan 2021 11:48China+

11 Jan 2021 Rising Commodity Prices will soon Show up in China's Trade Figures

Rising Commodity Prices will soon Show up in China's Trade Figures

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

6 Jan 2021 Last Year's BoJ Splurge was no Abenomics Re-run

BoJ support has sent monetary aggregates through the roof.

Freya Beamish (Chief Asia Economist)5th 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+

17 Dec 2020 The Risk of a Double-Dip in Japan is Rising, due to the Third Covid Wave

Japan's flash Jibun Bank PMIs for December were mixed, but they broadly confirm the significant moderation in GDP growth in the current quarter.

Freya Beamish (Chief Asia Economist)16th Dec 2020 17:40China+

14 Dec 2020 Where are the Potential Surprises in Asia at the Turn of the Year?

As we head into 2021, a number of potential surprises--both positive and negative--could throw our full-year forecasts for Asia out of whack early in the year.

Miguel Chanco (Senior Asia Economist)13th Dec 2020 19:10China+

2 Dec 2020 China's Sturdy PMI Numbers for Q4, so far, Call for a GDP Upgrade

Chinese factories clearly had a strong month in November, looking at the complete manufacturing PMI data.

Miguel Chanco (Senior Asia Economist)1st Dec 2020 19:10China+

1 Dec 2020 More Questions than Answers after India's Hefty Q3 GDP Rebound

India's GDP report for the third quarter surprised to the upside, with the year-over-year contraction moderating significantly to -7.5%, from -23.9% in Q2.

Miguel Chanco (Senior Asia Economist)30th 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+

ASIAN DATA WRAP 12th November 2020

Once again, ignore the headline... Japanese machine orders probably rose in September. Japan's rising tertiary index will soon hit the third wave wall. PPI deflation in Japan...

Miguel Chanco (Senior Asia Economist)12th Nov 2020 11:25China+

ASIAN DATA WRAP 11th November 2020

M2 growth in Japan should now start to tick down. The rebound in machine tool orders in Japan continues to defy gravity. Poor jobs numbers leave the door ajar for a BoK rate cut.

Miguel Chanco (Senior Asia Economist)11th Nov 2020 09:55China+

9 Nov 2020 China's Start to the Fourth Quarter wasn't as Solid as the PMIs Suggest

Small cracks continue to emerge in Chinese industry. While we were away, the official manufacturing PMI for October slipped to 51.4, following the jump to 51.5 in September.

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

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