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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 firstname.lastname@example.org, or contact your account rep
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Industrial production growth slowed sharply in July; no signs yet of infrastructure picking up the slack.
Delta is adding to the recent misery in retail sales; a Q3 GDP growth downgrade is now on the cards.
Japan's economy stabilised in the second quarter despite the rolling Covid hit and soft lockdowns.
From all the PBoC's vast toolbox, the most important thing right now is the clues to be gleaned over intentions on rates from open market operations.
Governor Kuroda was managing expectations about the new green fund-provisioning scheme in the press conference.
We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.
China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year.
The BoJ meeting this week could be live, with an extension of the Special Funds Supplying operation, likely to March next year, from September currently.
In one line: Monetary conditions finally are stabilising.
It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.
China's official manufacturing PMI was little changed at 51.0 in May, after April’s 51.1, with the index remaining oblivious to U.S. stimulus efforts and in recent months.
Overall, data available so far for May point to a modest improvement in Chinese manufacturing.
Normally, when M1 growth slows, and credit conditions tighten, that's it for the Chinese cycle. We think the peak of M1 growth, for now, was in January, and credit conditions appeared to tighten in the last few months.
Communication is dominated by Japan CPI inflation in April.
Japan’s manufacturing PMI looks safe from further falls for now
In one line: PBoC in a holding pattern, for now
Real sales growth was the big miss in the April activity data.
M1 growth dropped further in April, to 6.2% year- over-year, from March's already-low 7.1%.
In one line: Monetary and fiscal policy tightening has reined in monetary and credit conditions fast.
China's PPI inflation picked up to 6.8% in April, from March's 4.4%, and it isn't quite done yet.
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