Pantheon Macroeconomics

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Asia Key Issues

The Coronavirus Pandemic

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12 Jan 2021 Services Inflation is About to Stage a Recovery, Repairing Margins

Services Inflation is About to Stage a Recovery, Repairing Margins

Freya Beamish (Chief Asia Economist)11th Jan 2021 18:10China+

11 Jan 2021 Rising Commodity Prices will soon Show up in China's Trade Figures

Rising Commodity Prices will soon Show up in China's Trade Figures

Freya Beamish (Chief Asia Economist)10th Jan 2021 18:10China+

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)23rd Dec 2020 18:10China+

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)20th Dec 2020 18:10China+

14 Dec 2020 Where are the Potential Surprises in Asia at the Turn of the Year?

As we head into 2021, a number of potential surprises--both positive and negative--could throw our full-year forecasts for Asia out of whack early in the year.

Miguel Chanco (Senior Asia Economist)13th Dec 2020 18:10China+

10 Dec 2020 The PBoC Never Cared much about Food Prices... this Won't Change

CPI inflation in China has fallen below zero for the first time since 2009, but we highly doubt that this will spook the PBoC.

Miguel Chanco (Senior Asia Economist)9th Dec 2020 18:10China+

7 Dec 2020 Did the RBI Just Pour Cold Water on a February Rate Cut?

The Monetary Policy Committee of the Reserve Bank of India voted unanimously to keep the benchmark repo rate unchanged, at 4.00%, for a third straight meeting, as widely expected.

Miguel Chanco (Senior Asia Economist)6th Dec 2020 18:10China+

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)29th Nov 2020 18:10China+

19 Nov 2020 Japanese Exporters Should Brace for a Bumpy End to 2020

Japan's exports showed no signs of jitters in October, when countries in Europe started reimposing nationwide lockdowns in response to the rapid escalation of Covid-19 cases.

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

16 Nov 2020 The Door Just Shut for a December RBI Cut, Easing Will Resume in Q1

CPI inflation in India rose unexpectedly in October to 7.6%, from 7.3% in September, putting the final nail in the coffin for a potential RBI rate cut next month.

Miguel Chanco (Senior Asia Economist)15th Nov 2020 18:10China+

10 Nov 2020 China's Exporters will Soon Hit a Covid-19 Speedbump

October is likely to be as good as it gets for Chinese exporters for some time, with Covid-19 sweeping through developed markets once again.

Miguel Chanco (Senior Asia Economist)9th Nov 2020 16:00China+

9 June 2020 Have Chinese Exports Avoided the Worst of the Covid Hit to Trade

China's trade surplus jumped to a record high in May, defying expectations for a fall by spiking to $69.2B.

Miguel Chanco (Senior Asia Economist)8th Jun 2020 19:10China+

29 May 2020 Expect Another BoK Cut, as the Data will Continue to Disappoint

The Monetary Policy Board of the Bank of Korea yesterday voted unanimously to lower its base rate by 25 basis points to a record low of 0.50%.

Freya Beamish (Chief Asia Economist)28th May 2020 19:10China+

13 May 2020 Punchy Money Data for April Keep China's Recovery Hopes Alive

China's money data continued to improve in April, bolstering the economy's recovery prospects.

Freya Beamish (Chief Asia Economist)12th May 2020 19:10China+

6 May 2020 China's Trade Woes Probably Came Back with a Vengeance in April

The collapse in global demand last month will have derailed China's trade recovery, causing exports to drop unpleasantly month-on-month after the bounce of around 45% in...

Freya Beamish (Chief Asia Economist)5th May 2020 19:10China+

5 May 2020 Covid Outbreak Over, but no Signs of a Turnaround in Korean Surveys

Korea's manufacturing PMI fell for a fourth straight month in April, dropping to 41.6, which is the lowest reading since January 2009.

Freya Beamish (Chief Asia Economist)4th May 2020 19:10China+

4 May 2020 Korea's First Deficit in Eight Years Presages the Trade-Driven Q2 Hit

Korean exports hit a brick wall in April, unsurprisingly, as lockdowns across the non- China world dealt a body blow to demand.

Freya Beamish (Chief Asia Economist)3rd May 2020 19:10China+

28 Apr 2020 No Bazooka from the BoJ, but More Support for Firms and Banks

The Policy Board of the Bank of Japan stepped up its Covid-19 liquidity relief measures yesterday, while retaining its main policy settings--namely, the -0.10% balance rate...

Freya Beamish (Chief Asia Economist)27th Apr 2020 19:10China+

27 Apr 2020 Oil Price Plunge is a BoJ Headache in More Ways than One

The collapse in oil prices looks near-certain to pull Japan back into deflation in the next few months, though the BoJ normally looks through oil-induced swings in its target...

Freya Beamish (Chief Asia Economist)26th Apr 2020 19:10China+

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