Below is a list of our Emerging Asia Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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central bank of china (taiwan) decision
- In one line: A hold, as widely expected.
- In one line: An insurance hike, on top of last week's off-cycle insurance hike.
- In one line: Still anxious about inflation, in spite of recent positive developments.
- In one line: Still resilient to Middle East shock.
- In one line: Huge—defensive—hike.
- In one line: Moderating; finally.
- In one line: Potentially the peak.
- In one line: No surprises.
- In one line: Smashing expectations, again.
- In one line: The war has been ‘good’ for the MPC’s policy space.
- In one line: An insurance hike; most probably a “one and done”.
- In one line: Another month, another hold, as global assumptions are downgraded further.
- In one line: Not as bad as we all thought.
- In one line: Q1 consumption remains firm.
- In one line: AI server growth moderating.
- In one line: Lunar New Year distortions.
- In one line: Spending on big items is failing to recover.
- In one line: Members hold rates, but seem spooked by the Middle East crisis.
- In one line: Members say “why wait” via a surprise cut.
- In one line: Export growth surge never seems to stop.