Pantheon Macroeconomics

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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.

BoK 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: 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 11 October 2024

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+ 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 22 August 2024

BoK holds rate steady on financial stability worries; Japan's flash PMIs indicate better growth momentum in August, especially in services

Kelvin Lam (Senior China+ Economist)China+

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+ 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+

China+ Datanote: BoK Decision, Korea, May

In one line: The Bank of Korea stands pat in May, citing upside risks to inflation

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 May 2024: The BoK stays put in May, citing upside risks to inflation

The Bank of Korea stands pat in May, citing upside risks to inflation

Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Services activity continues to grow at solid pace in May 

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,