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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The PBoC's surprise MLF rate cut rams home China's re-orientation towards short-term growth support; fiscal policy tweaks
The BoK keeps the policy rate on hold, likely to make first cut in October
The BoJ resists JPY market pressure in keeping the policy rate target range steady
The BoJ holds the policy rate steady; Tokyo consumer inflation cools, thanks to education subsidies
PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022.
BoK on hold, but hinting at future easing; Japan's flash PMIs indicate continued sluggishness
Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold
Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,