Pantheon Macroeconomics
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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.
China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand
The BoJ resists JPY market pressure in keeping the policy rate target range steady
The BoJ holds the policy rate steady; Tokyo consumer inflation cools, thanks to education subsidies
PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022.
BoK on hold, but hinting at future easing; Japan's flash PMIs indicate continued sluggishness
Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold
Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold
M1 and credit growth beat expectations, thanks to stimulus
The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round
The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round
The PBoC keeps the MLF rate on hold, gauging the impact of other easing measures
The PBoC keeps the MLF rate on hold
The BoK keeps rates unchanged, hinting at easing
BoK keeps policy rate on hold, hinting at easing
China keeps lending rates steady; Japan's exports shrink for the first time in 3 months
The BoJ stays put as inflation slows and currency pressure eases
The BoJ stays put as inflation slows and currency pressure eases
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,