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
Please use the filters on the right to search for a specific date or topic.
central bank of the republic of china (taiwan) decision
- In one line: Big disinflation surprise, due to Lunar New Year noise.
- In one line: Can’t catch a break.
- In one line: Another no-move meeting, with optimism building.
- In one line: Export growth eases, but Q4 GDP remains on track for a millennia-high.
- In one line: No rate cut needed.
- In one line: Look for a change in strategy—to RRR cuts—next year.
- In one line: Expect a quick follow-up cut in February.
- In one line: Export growth remains eye-wateringly high.
- In one line: Motor sales contract a lot less.
- In one line: Easing should resume in December, with a final 25bp move.
- In one line: Export growth continues to shock to the upside.
- In one line: Probably the boost from the autumn moon festival.
- In one line: Resilience to US tariffs, give no reason to cut rates.
- In one line: Softer, but still beating expectations.
- In one line: Back in contraction.
- In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.
- In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.
- In one line: Expect this to be a temporary pause from the new Governor and Co.
- In one line: Third time (un)lucky.
