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6 matches for " holiday effects":

16 April 2018 Chinese New Year Holiday Effects Spill over into the March Trade Data (Publication Centre)

The holiday effects are at it again. C hina's trade balance dropped to a deficit of $5.0B in March, from a surplus of $33.5B in February, confounding expectations for a surplus of $27.5B.

1 February 2018 China PMIs Distorted by Holiday E ects, Missing the Curbs Impact (Publication Centre)

China's manufacturing PMIs have softened in Q4. Indeed, we think the indices understate the slowdown in real GDP growth in Q4, as anti-pollution curbs were implemented. More positively, though, real GDP growth should rebound in Q1 as these measures are loosened.

1 March 2019 China's Latest PMIs Give no Reason for Hope Trade Partners Beware (Publication Centre)

Chinese data still are in the midst of Lunar New Year-related noise, so take February's PMIs with a pinch of salt, even though they ostensibly are adjusted for seasonal effects.

1 March 2018 China PMIs Trend Down but the February Dip is an Overshoot (Publication Centre)

China's PMIs surprised the consensus forecasts to the downside for February. The manufacturing PMI dropped to 50.3 in February from 51.3 in January, while the non-manufacturing PMI fell to 54.4 from 55.3 in January.

6 February 2018 China's Services PMI Overstates Growth in Q1 February to Correct (Publication Centre)

The jump in the Caixin services PMI in the past two months looks erratic, with holiday effects playing a role, though there could be more going on here.

2 February 2018 Caixin PMI will Fall in February, Though Activity will Strengthen (Publication Centre)

Holiday effects are tedious and you are going to hear us talking about them until the March data come through.

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