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

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10 Mar 2021 Japan's Q1 Contraction will Still be Sizeable, Despite Q4 Downgrade

Japan's Q1 Contraction will Still be Sizeable, Despite Q4 Downgrade

Freya Beamish (Chief Asia Economist)10th Mar 2021 00:00China+

1 Mar 2021 Chinese Liquidity has a lot to Say About Where Oil Prices will End up

1 Mar 2021 Chinese Liquidity has a lot to Say About Where Oil Prices will End up

Freya Beamish (Chief Asia Economist)1st Mar 2021 00:10China+

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)24th Dec 2020 00:10China+

21 Dec 2020 The BoJ Extends its Covid Support, the "Review" Won't Change Much

The Bank of Japan kept its main policy settings unchanged on Friday, as widely expected. But the Policy Board voted unanimously to extend the duration of the Bank's Covid-19...

Miguel Chanco (Senior Asia Economist)21st Dec 2020 00:10China+

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)9th Dec 2020 00:10China+

30 Nov 2020 Enjoy the Roller-Coaster in Chinese Industrial Profits, It Won't Last Long

China's industrial profits data for October are a taste of what the silly season for economic data will look like for the first quarter of 2021.

Miguel Chanco (Senior Asia Economist)30th Nov 2020 00:10China+

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)13th Nov 2020 00:10China+

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 18:10China+

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 18:10China+

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 18:10China+

26 Oct 2020 Outright CPI Deflation in Japan is Here, Expect an Exit by Mid-2021

Outright CPI deflation likely already has taken hold in Japan. Friday's data showed inflation falling to zero percent in September, from 0.2% in the previous month.

Miguel Chanco (Senior Asia Economist)26th Oct 2020 00:10China+

30 Sept 2020 Korea's Mid-Quarter Wobble All But Confirms Third Straight GDP Drop

Korea's main activity data for August showed that the economy clearly wobbled in the wake of the country's second wave of Covid-19, and the social distancing measures...

Miguel Chanco (Senior Asia Economist)30th Sep 2020 00:10China+

15 Sept 2020 A Tough Start for Japan's New PM, with the Recovery Already Stalling

Japan's prime minister in-all-but-name, Yoshihide Suga, will be inheriting an economy struggling to maintain any momentum from the release of pent-up demand.

Miguel Chanco (Senior Asia Economist)15th Sep 2020 00:10China+

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