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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
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MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday
MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday
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
14 day reverse repo rate cut isn't additional stimulus, but completion of July's rate cuts
BoJ holds fast, offering rosier view on consumption activity
BoJ holds steady as Japan's national inflation rises modestly
China's LPRs unchanged
BoK holds rate steady on financial stability worries; Japan's flash PMIs indicate better growth momentum in August, especially in services
In one line: The Bank of Korea is in no rush to cut rates, likely to start its easing cycle in Q4
In one line: China’s loan prime rates and short-term rates were unexpectedly lowered in July; plans revealed to revive local government finances
The PBoC's surprise MLF rate cut rams home China's re-orientation towards short-term growth support; fiscal policy tweaks
The BoK keeps the policy rate on hold, likely to make first cut in October
The BoK keeps the policy rate on hold, likely to make first cut in October
In one line: The Bank of Korea stands pat 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
The PBoC leaves the MLF rate unchanged, despite the April credit data dip
The PBoC leaves the MLF rate unchanged, despite the April credit data dip
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
In one line: The BoK stays put as inflation remains elevated, no surprise to the market.
The PBoC keeps the MLF rate on hold, despite slowing credit growth
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