53 items tagged "japan":
Craig Botham
Craig produces the China+ Service for Pantheon, covering China, Japan and Korea. He was previously Senior EM Economist at Schroders, with a particular focus on China and other BRICs, following stints as an economist at the U.K. financial regulator and the IMF. Craig has a MSc in Economic History from LSE, a MSc in Economics from Birbeck, and an undergraduate degree in Economics from the University of Cambridge.
Gabriella Dickens
Gabriella joined Pantheon in 2021 weth several years' experience in independent macro research. Prior to joining Pantheon, she was a Global Economist at Capital Economics, with a particular focus on advanced economies; she also worked on a U.K. economy and housing market.
Melanie Debono
Melanie joined Pantheon in 2021 with nearly a decade's experience in independent economic research. She focuses on the Eurozone, with particular emphasis on Italy and Spain, and also covers Switzerland and SNB policy.
EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, May 2021
Bangko Sentral ng Pilipinas Decision, May 2021
Global Datanote: Bangko Sentral ng Pilipinas Decision, May 2021
In one line: Still ignoring the upside inflation risks from oil prices.
PANTHEON EMERGING ASIA DATA WRAP 6.9.21
Flirting with deflation, due to food base effects and Covid support measures
PANTHEON EMERGING ASIA DATA WRAP 6.7.21
Transport drove the June slippage, but it will reverse, and non-core pressure will build.
Global Datanote: ECB Strategic Policy Review 8.7.21
In one line: A new inflation target, mostly the same as the old.
LatAm Datanote: Bi-weekly CPI, Mexico, November 2021
In one line: Heading north rapidly; Banxico will have to hike further.
Global Datanote: BCRP Rate Decision, Peru, July 2021
In one line: Policy normalisation is around the corner.
LatAm Datanote: BCRP Rate Decision, Peru, June 2021
In one line: Starting to lay the ground for policy normalisation.
LatAm Datanote: BCCh Rate Decision, Chile, May 2021
In one line: Policy normalisation is approaching.
Global Datanote: BCRP Rate Decision, Peru 2021
In one line: Starting to lay the ground for policy normalisation.
EZ Datanote: SNB Rate Decision, Q2 2021
In one line: Another non-event; interest rates to stay on hold until at least 2024.
LatAm Datanote: BCRP Rate Decision, Peru 2021
In one line: Policy normalisation is around the corner.
LatAm Datanote: BCCh Rate Decision, Chile, October 2021
In one line: Neutral rates are approaching quickly.
Global Datanote: CPI, Indonesia, November
In one line: More evidence that the government is allowing prices to rise faster.
PM Datanote: U.S. ISM Manufacturing, November
In one line: Orders growth has slowed; supply-chain pressures easing.
PANTHEON EMERGING ASIA DATA WRAP 17.5.21
Thailand narrowly escapes a double-dip in Q1; Oil is the biggest driver, but the WPI surge in India is broad-based
PANTHEON EMERGING ASIA DATA WRAP 16.8.21
Thailand defies gravity in Q2... Q3 will be a much different story Upstream core price pressures are still bubbling under the surface in India
LatAm Datanote: GDP, Brazil, Q3 2021
In one line: Another recession, but the details are not as bad as the headline suggest.
LatAm Datanote: GDP, Chile, Q3 2021
In one line: A robust Q3, but political risk likely will constrain the upturn.
LatAm Datanote: GDP, Second Quarter, Brazil 2021
In one line: Undershooting expectations due to weak capex; services activity remains resilient.
EZ Datanote: Advance GDP, Spain, Q2 2021
In one line: Stellar Q2 for Spain, Q3 should be even better.
US Datanote: U.S. GDP, Q2 Advance; Initial Jobless Claims 7 29 2021
In one line: Better than they look.
LatAm Datanote: GDP, First Quarter, Brazil 2020
In one line: A good start to the year thanks to resilient capex.
11 Oct 2021 August GDP Growth Likely just Half the Rate Anticipated by the MPC
We look for a 0.6% month-to-month rise in August GDP, half that needed to meet the MPC's Q3 forecast. A recovery in car production and a jump in restaurant diner numbers likely boosted overall GDP growth... ...But further falls in retail sales and Covid-related health spending probably countered these supports.
PANTHEON EMERGING ASIA DATA WRAP 14.10.21
Don't expect non-core disinflation to help much more in the short run
US Datanote: U.S. Jobless Claims, 7 8 2021
In one line: July 4/auto retooling noise makes the weekly data hard to read; the trend is falling.
Global Datanote: Banxico Announcement, Mexico 2021
In one line: The tightening cycle continues, with just one dissenter.
US Datanote: FOMC Statement, November 2021
In one line: Tapering begins, but "transitory" inflation - with risks - is still the key story.
LatAm Datanote: Banxico Announcement, Mexico 2021
In one line: The tightening cycle likely will continue, despite the dissenters.
US Datanote: U.S. Jobless Claims 8 26 2021
In one line: Trend still falling, but claims say nothing about the pace of hiring.
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