Pantheon Macroeconomics

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Asia Key Issues

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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+

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+

30 Oct 2020 Expect the BoJ to Extend its Covid Support Measures in March

The Bank of Japan yesterday left its -0.10% policy balance rate and ten-year yield target of "around zero" unchanged, as widely expected.

Miguel Chanco (Senior Asia Economist)29th Oct 2020 13:10China+

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+

18 May 2020 V-Shaped Recovery Over in China's Factories, Consumers Still Lagging

China's two-tier post-lockdown economic revival continued in April. Industrial production beat expectations easily, rising by 3.9% year-over-year, after slipping by 1.1% in...

Freya Beamish (Chief Asia Economist)17th May 2020 19:10China+

12 May 2020 India's PMIs Show Lockdown Severity, but New Flexibility will Help

India's shocking PMIs for April leave little doubt that the second quarter will be bad enough to result in a full-year contraction in 2020 GDP, even if economic activity...

Freya Beamish (Chief Asia Economist)11th 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+

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+

21 Feb 2020 China Credit Numbers are not Bad, but Pre-date Covid-19

Once again, Chinese January data released so far suggest that the Phase One trade deal was the dominant factor dictating activity for the first two- thirds of the month, with the...

Freya Beamish (Chief Asia Economist)20th Feb 2020 18:10China+

6 Feb 2020 Korea's Trade Data for January Show a Modest Virus Hit, For Now

Korea's trade data for January provided the first real glimpse of the potential hit to international flows from the disruptions caused by the outbreak of the coronavirus.

Freya Beamish (Chief Asia Economist)5th Feb 2020 18:10China+

27 Jan 2020 Who are the Biggest Casualties of China's Travel Curbs

On Friday last week, the Chinese authorities suspended sales of domestic and international tours, in an effort to contain the spread of the coronavirus, which started in Wuhan.

Freya Beamish (Chief Asia Economist)26th Jan 2020 18:20China+

24 Jan 2020 China's Economy is More Exposed to Deadly Disease now, than in 2003

We can't yet know how bad the spread of the coronavirus from the Chinese city of Wuhan will be.

Freya Beamish (Chief Asia Economist)23rd Jan 2020 18:10China+

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