Pantheon Macroeconomics
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China's lending rates on hold as fiscal policy takes the leading role
China's lending rates on hold as fiscal policy takes the leading role
Stepped-up government bond issue stabilises credit growth against property sector downdraft
Producer prices fall at a faster pace, thanks to volatility in global energy and commodity prices
China FX reserves fall for the third straight month as capital outflow continues
China's services sector rebound is stalling
China's manufacturing sector hit a soft patch in October
The BoJ makes tweak to yield curve control policy, while expecting core inflation to fall in 2024
China's LPR rate on hold, after the promising Q3 economic figures
The PBoC keeps the MLF rate on hold for now; a cut is likely by year-end
Net trade unlikely to be a major swing factor in Q4 GDP growth.
Core orders nudging up; jobless claims likely will rise further through year-end.
In one line: Why we aren't panicking about the record deficit.
In one line: We told you not to panic about October's record deficit; you're welcome.
In one line: Narrowing trend to re-emerge during the rest of Q4.
In one line: Narrowing trend to re-emerge during the rest of Q4.
Margins have stopped rising, but yet to start falling, auto dealers excepted.
In one line: Don't get too excited about the prospect of a sustained recovery just yet,
In one line: Not the start of a recovery, yet.
In one line: Disinflation, at the headline level, remains fully on track.
In one line: Disinflation, at the headline level, remains fully on track.
In one line: Still consistent with GDP growth exceeding the MPC's forecast, and a very gradual slowing in services CPI inflation.
In one line: Further recovery should ease recession fears.
In one line: Further reassurance a recession isn't developing.
In one line: We think GDP will fall again in Q4; surveys suggest robustness in employment growth will not last.
In one line: A stronger-than-expected Q3, but downside forces are emerging.
In one line: A stronger-than-expected Q3, but downside forces are emerging.
In one line: Surprisingly resilient, but high interest rates are now a drag.
In one line: Surprisingly resilient, but high interest rates are now a drag.
Japan's revised Q3 GDP reveals weak private consumption demandNominal wage growth picked up in October
In one line: A broad-based drop, but expect a recovery in the final two months of 2023.
In one line: The underlying trend still looks flat, but a genuine recovery will take hold this year.
In one line: A soft end to the year, and H1 looks difficult; rate cuts are needed.
In one line: A poor end to the year, but the details are less grim than the headline.
In one line: A poor end to the year, but the details are less grim than the headline.
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