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China+ Publications

Below is a list of our China+ Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep

Please use the filters on the right to search for a specific date or topic.

BoJ Policy Decision

China+ Datanote: Loan Prime Rates, China, November

 China’s benchmark lending rates are steady this month, as regulators gauge the effect of September’s cuts

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 November 2024: China's LPRs on hold this month

China's LPRs on hold as regulators judge impact of earlier easing
Japan's export growth picks up modestly

Duncan WrigleyChina+

China+ Datanote: China's RMB10T debt-swap plan isn't the last word in addressing

China's RMB10T debt-swap plan isn't the last word in addressing its malaise

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, October

The BoJ stays pat and Governor Ueda keeps options open

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 October 2024: China's stimulus lifts manufacturing PMI

China's stimulus lifts manufacturing PMI
BoJ stays pat and Governor Ueda keeps options open

Duncan WrigleyChina+

China+ Datanote: BoK Decision, Korea, October

In one line: The Bank of Korea cuts rates for the first time in four and a half years

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 24 September 2024: PBoC launches broad support package

PBoC's policy support should stoke short-term market sentiment and growth, but won't solve China's structural woes 
Japan's flash PMIs show mixed performance

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, September

14 day reverse repo rate cut isn't additional stimulus, but completion of July's rate cuts

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, September

 BoJ holds fast, offering rosier view on consumption activity

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+

China+ Datanote: BoK Decision, Korea, August

In one line: The Bank of Korea is in no rush to cut rates, likely to start its easing cycle in Q4

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoJ Decision, Japan, July

BoJ raises the policy rate ahead of market expectations

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 July 2024: BoJ raises the policy rate

BoJ raises the policy rate ahead of market expectations
China's official PMIs point to stagnating manufacturing activity & slump in construction demand

Duncan WrigleyChina+

China+ Datanote: Loan Prime Rates, China, July

In one line: China’s loan prime rates and short-term rates were unexpectedly lowered in July; plans revealed to revive local government finances

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PBoC Policy Decision, China, July

The PBoC's surprise MLF rate cut rams home China's re-orientation towards short-term growth support; fiscal policy tweaks

Duncan WrigleyChina+

China+Datanote: BoK Decision, Korea, July

The BoK keeps the policy rate on hold, likely to make first cut in October

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 July 2024 BoK policy decision

The BoK keeps the policy rate on hold, likely to make first cut in October

Duncan WrigleyChina+

China+Datanote: BoJ Decision, Japan, June

In one line: The BoJ will reveal detailed plans for bond tapering in July’s meeting.

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,