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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

Please use the filters on the right to search for a specific date or topic.

tokyo

28 Mar 2022 More of the Wrong Sort of Inflation for the BoJ, as the Yen Plummets

  • Energy and food push inflation higher, and Japan is set to beat its target next month...
  • ...but the BoJ won't be moved, as demand-pull inflation remains as elusive as ever.
  • Yen weakness is the biggest challenge to the BoJ's position, and likely will force a shift by H2.

Craig BothamChina+

CHINA+ DATA WRAP 25.02.2022: An upside surprise from Tokyo CPI

Underlying inflationary pressures are grinding higher in Japan

Craig BothamChina+

31 Jan 2022 Japan's Inflation is Not Quite as Weak as it Appears

  • Tokyo CPI inflation was stronger than it looked in January, distorted by government policy.
  • Inflation should start to rebound by Q2, but will not prompt any changes from the BoJ.
  • The PBOC has been busy, but it's getting ready for the holidays, not panicking about growth.

Craig BothamChina+

CHINA+ DATA WRAP 28.01.22 - Tokyo CPI, Japan, January

Better than it looks, but inflation remains a long way from target

Craig BothamChina+

10 Jan 2022 Energy Leads Japanese Inflation Higher in December

  • Tokyo CPI inflation reached a two-year high in December, thanks largely to energy prices.
  • Inflation will climb further yet, but will still fall short of the BoJ's 2% target.
  • Chinese reserves data show the PBoC has been leaning against renminbi appreciation.

Craig BothamChina+

29 Nov 2021 An Energy Boost Quickens the Pulse of Japanese Inflation

  • Headline inflation in Japan is on the rise,though still driven by transitory factors.
  • Underlying inflationary pressures remain weak, but should get a brief boost from fiscal policy soon.
  • The newest Covid variant generates a huge amount of uncertainty, and carries large downside risks.

Craig BothamChina+

CHINA+ DATA WRAP 26.11.21 An upside surprise for Tokyo CPI, a new Covid wave starts in China

Stronger inflation reflects global supply pressures rather than domestic demand

Zero Covid is struggling in the colder months, and will create a renewed service sector drag

Craig BothamChina+

1 Nov 2021 Japan Continues to Go its Own Way on Inflation

  • Japanese inflation remains anaemic, no matter which way you slice it...
  • ...as a result, Japan looks increasingly isolated among developed market economies.
  • Monetary policy divergence will become more pronounced, with consequences for the currency.

Craig BothamChina+

CHINA+ DATA WRAP 29.10.21

Tokyo inflation lends credence to BoJ messaging

Another day, another injection, another last minute payment

Craig BothamChina+

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China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research independent research, ian shepherdson, economic intelligence