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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Chinese Inflation Slows, After the Release of Pent-up Demand over the Holiday
- Producer prices continue to fall as China’s reopening begins
China's Inflation Remains Subdued as Economic Reopening Begins
- PPI Deflation Moderates Despite Disruptions from Covid Exit Waves
China Inflation Remains Subdued During Covid Turbulence
- PPI levels out on the back of Covid disruptions
China's CPI Flattens Out as Consumption is Hit by Covid
Disinflationary CPI Trend Confirms Weak Domestic Demand
- Weak demand is still weighing on inflation in China, with only food prices pushing CPI higher.
- Consumer inflation likely has now peaked, and PPI is headed to deflation over the next six months.
- Chinese policy will have the—likely unintended— effect of exporting disinflation globally.
Food again pushes consumer price inflation higher
More falls to come for PPI
- Japanese inflation continues to climb, driven by cost-push pressures and base effects.
- The BoJ will not change tack, despite the multi-year high in CPI inflation.
- We expect Governor Kuroda to hold the line on both inflation and the yen at tomorrow’s meeting.
- Inflation is falling faster than expected in China, a sign that demand is flatlining.
- Food is the only source of inflationary pressure remaining, and faces government intervention.
- Talk of monetary policy space, however, sadly is meaningless in a liquidity trap.
No signs of inflationary pressure in August
Deflation starts to rear its head once more