Pantheon Publications

China+ Datanote: LPRs, China, September

PBoC official hints that RRR cut will be the next move

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, September

 BoJ holds fast, offering rosier view on consumption activity

Duncan WrigleyChina+

China+ Datanote: National CPI, Japan, August

Consumer inflation rises on the back of food inflation, notably rice shortages

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 September 2024: BoJ holds steady

BoJ holds steady as Japan's national inflation rises modestly
China's LPRs unchanged

Duncan WrigleyChina+

PM Datanote: US Existing Home Sales, August

A significant recovery seems unlikely in the near term.

Oliver Allen (Senior US Economist)US

PM Datanote: US Philly Fed Manufacturing Survey, September

Little to suggest manufacturing is turning a corner.

Oliver Allen (Senior US Economist)US

Global Datanote: Central Bank of the Republic of China (Taiwan) Decision

• In one line: Heating housing market concerns continue to haunt the CBC.

Moorthy Krshnan (Senior Asia Economist)Global

EM Asia Datanote: Central Bank of the Republic of China (Taiwan) Decision

• In one line: Heating housing market concerns continue to haunt the CBC.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EZ Datanote: Current Account, Eurozone, July 2024

In one line: Pushed down by a reversal in the primary income balance.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 19 September 2024

Falling trade balance hides pick-up in Malaysian export momentum

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

Global Datanote: Monetary policy meeting, Brazil, September, 2024

• In one line: A pre-emptive 25bp hike in response to persistent inflation risks.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Monetary policy meeting, Brazil, September, 2024

• In one line: In one line: A pre-emptive 25bp hike in response to persistent inflation risks.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: US FOMC Statement, September

Fast out the starting blocks; we expect further 50s soon.

Samuel TombsUS

UK Datanote: U.K. Official House Price Index, July

• In one line: House prices drop in July but should rebound as interest rates fall.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Consumer Prices, August 2024

• In one line: Services inflation rebounds close to the MPC’s forecast, keeping it on track to hold rates tomorrow.

Rob Wood (Chief UK Economist)UK

PM Datanote: US Housing Starts, August

Single-family activity unlikely to recover much further.

Oliver Allen (Senior US Economist)US

EZ Datanote: Construction, Eurozone, July 2024

In one line: Q3 carry-over looks o.k., but survey data remains depressed.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Eurozone, August 2024

In one line: Services inflation revised down marginally; headline to fall further in September.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Bank Indonesia Decision

• In one line: Front-running a near-certain cut by the Fed later today; at least one more to come in Q4. 

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank Indonesia Decision

• In one line: Front-running a near-certain cut by the Fed later today; at least one more to come in Q4. 

Miguel Chanco (Chief EM Asia Economist)Emerging Asia