Pantheon Macroeconomics

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China+ Publications

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14 Jan 2021 China's December Money and Credit Numbers are Worrisome

China's December Money and Credit Numbers are Worrisome

Freya Beamish (Chief Asia Economist)13th Jan 2021 18:00China+

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)23rd Dec 2020 18:10China+

18 Dec 2020 An All-Encompassing Period of Disinflation is Afoot in India

CPI inflation in India slowed faster than expected in November, dropping to 6.9%, from the nine-month high of 7.6% in October.

Miguel Chanco (Senior Asia Economist)17th Dec 2020 18:10China+

ASIAN DATA WRAP 16th December 2020

Japan's PMIs confirm that Q4 will be a write-off; Japanese exports are starting to feel the renewed squeeze from Covid; The calm before another storm in Korea's labour...

Miguel Chanco (Senior Asia Economist)16th Dec 2020 04:22China+

26 Nov 2020 More Evidence of Japan's Stalling Recovery, as Downside Risks Mount

The recovery in private consumption in Japan is showing clear signs of stalling.

Miguel Chanco (Senior Asia Economist)25th Nov 2020 18:10China+

12 Nov 2020 Poor Jobs Data Keep a Bank of Korea Rate Cut on the Table

Korea's unemployment rate rose to 4.2% in October, from 3.9% in September, exactly in line with our out-of-consensus call for a further increase.

Miguel Chanco (Senior Asia Economist)11th Nov 2020 18:10China+

27 Oct 2020 Japan is Trying to "Live with Covid", but Spending is Hitting a Ceiling

Japan and Korea dealt with their second waves of Covid-19 in the third quarter in completely different ways.

Miguel Chanco (Senior Asia Economist)26th Oct 2020 19:10China+

19 Oct 2020 The Second Wave Brings Korea's Jobs Data Back Down to Earth

Korea's labour market ran out of luck in September, with the unemployment rate rebounding back up to 3.9%, after the surprise one-percentage point drop to 3.2% in August.

Miguel Chanco (Senior Asia Economist)18th Oct 2020 19:10China+

ASIAN DATA WRAP 16th October 2020

The sheen is taken off Korea's fluky August jobs report.

Miguel Chanco (Senior Asia Economist)16th Oct 2020 11:30China+

5 Oct 2020 Don't Bank on a Continuation of Japan's Spending Rebound in Q3

The release of pent-up consumer demand in Japan has been rocky, following the end of the nationwide state of emergency in May. Retail sales values rose by 4.6% month-on-month in...

Miguel Chanco (Senior Asia Economist)4th Oct 2020 19:10China+

ASIAN DATA WRAP 2 October 2020

Don't take any comfort from the holding pattern in Japan's unemployment rate, The BoJ is gradually easing off on JGB purchases, with the 10-year above zero

Miguel Chanco (Senior Asia Economist)2nd Oct 2020 02:00China+

24 Sept 2020 PMIs Confirm Japan's Q3 Bounce, but Momentum will Fade in Q4

Japan's economic recovery got back on track this month--just--according to yesterday's flash PMI numbers.

Miguel Chanco (Senior Asia Economist)23rd Sep 2020 19:10China+

18 Sept 2020 The Bank of Japan Still has Plenty of Room to Expand Covid Support

The Policy Board of the Bank of Japan yesterday kept its main settings unchanged, as widely expected. In another 8-to-1 vote, members maintained the policy balance rate and the...

Miguel Chanco (Senior Asia Economist)17th Sep 2020 19:10China+

11 Sept 2020 Korea's August Jobs Surprise was all Luck, Look for a Second Wave Hit

Korea's unemployment rate plunged unexpectedly in August, to 3.2%--the lowest in a year--from 4.2% in July, defying expectations for no change and the renewed pressure...

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

3 Sep 2020 Japan's Labour Market isn't Bulletproof, More Pain is Coming

Japan's unemployment rate has been remarkably steady over the past few months.

Miguel Chanco (Senior Asia Economist)2nd Sep 2020 19:10China+

27 Aug 2020 Don't Put too Much Stock into Korea's August Confidence Indices

It looks as though business and consumer confidence in Korea has brushed off the economic threat of the second Covid-19 wave.

Miguel Chanco (Senior Asia Economist)26th Aug 2020 17:10China+

ASIAN DATA WRAP 17 August 2020

The worst--for the economy--is over in Japan, but the recovery will be muted

Miguel Chanco (Senior Asia Economist)17th Aug 2020 02:00China+

ASIAN DATA WRAP 31 July 2020

Punchy output gains from China's manufacturers will soon give way. A mixed bag for China's non-manufacturing sectors at the start of Q3. Don't be fooled by the June...

Freya Beamish (Chief Asia Economist)31st Jul 2020 11:05China+

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