China+ Datanote: National CPI, Japan, October

Japan’s headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 24 NOVEMBER 2023

Japan’s headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation

Japanese manufacturing activity is hit by fading demand and production

Services activity is holding up, despite sagging new export orders

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 9 NOVEMBER 2023

• China resumes consumer price deflation in October and is dragged down by food and core prices 
• Producer prices fall at a faster pace, thanks to volatility in global energy and commodity prices

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 OCTOBER 2023: Tokyo CPI makes surprise jump in October

• The BoJ won't be budged by the uptick in the headline Tokyo CPI
• China’s industrial profits pick up, thanks to producer prices bottoming out and stimulus support

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 October 2023

• No change to the LPR rate as the PBoC monitors the impact of earlier targeted support
• Japan’s inflation falls to the lowest in 12 months, driven by slower core and energy inflation

Duncan WrigleyChina+

CHINA+ DATA WRAP 13 OCTOBER 2023: Consumer inflation remains dull

• China's dull consumer inflation reflects a gentle demand recovery

Duncan WrigleyChina+

CHINA+ DATA WRAP 29 SEPTEMBER 2023: Tokyo CPI slowed in September

• Easing Tokyo CPI reinforces the case for the BoJ keeping the policy rate on hold

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 SEPTEMBER 2023

• The BoJ holds fast, despite persistent inflation challenge
•  Japan’s national consumer inflation is stubbornly elevated
• Japan’s manufacturing activity shrank at the fastest rate in seven month
• Services sector growth decelerates in September

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 SEPTEMBER 2023

• China consumer prices grow again in August, thanks to a smaller drag from energy prices
• Producer price deflation pressure eases, broadly in line with consensus

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 25 AUGUST 2023: Tokyo CPI Slows as Energy Prices Fall at a Faster pace

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 9 AUGUST 2023: Chinese Headline Consumer Inflation Falls

Duncan WrigleyChina+

CHINA+ DATA WRAP 28 JULY 2023: The BoJ Makes Surprise Tweak to the YCC

Duncan WrigleyChina+

PM Datanote: National CPI, Japan, June

• Obstinate Japanese inflation is unlikely to shift the BoJ

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 JULY 2023: Obstinate Inflation is Unlikely to Budge the BoJ

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 JULY 2023: Excess Capacity is Dragging Down China's PPI

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 JUNE 2023: Chinese Manufacturing is Hit by Soft Demand

Duncan WrigleyChina+

PM Datanote: CPI, Japan, May

• Headline inflation continues to glide down, but core inflation ex-energy is rising

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 JUNE 2023: Sharp Chinese Producer Price Decline

Duncan WrigleyChina+