PM Data Note: PPI, China, February

• Chinese PPI extends decline, with signs pointing towards a moderate demand rebound

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 MARCH 2023: Chinese Inflation Slows After Holiday Spending

Duncan WrigleyChina+

PM Data Note: PPI China January

• Producer prices continue to fall as China’s reopening begins

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 FEBRUARY 2023: China's Inflation Remains Subdued

China's Inflation Remains Subdued as Economic Reopening Begins

Duncan WrigleyChina+

PM Note: China PPI December

• PPI Deflation Moderates Despite Disruptions from Covid Exit Waves 

Duncan WrigleyChina+

CHINA+ DATA WRAP 12 JANUARY 2023: China Inflation is Subdued Despite Covid Storm

China Inflation Remains Subdued During Covid Turbulence

Duncan WrigleyChina+

PM Note: China PPI November

• PPI levels out on the back of Covid disruptions 

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 DECEMBER 2022: China's CPI Flattens Out

China's CPI Flattens Out as Consumption is Hit by Covid

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 NOVEMBER 2022: Disinflationary CPI Trend Confirms Weak Demand

Disinflationary CPI Trend Confirms Weak Domestic Demand

Duncan WrigleyChina+

17 Oct 2022 China+ Monitor Chinese Core Inflation Fades Further, Signalling Weak 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.

Craig BothamChina+

CHINA+ DATA WRAP 14 OCTOBER 2022: Inflation shows demand is still weak in China

Food again pushes consumer price inflation higher

More falls to come for PPI

Craig BothamChina+

21 Sept 2022 China+ Monitor Yen Weakness will Continue to Push Japanese Inflation Higher

• 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.

Craig BothamChina+

12 Sept 2022 China+ Monitor A Miss for Chinese Inflation, as a Lukewarm Economy Cools Further

• 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.

Craig BothamChina+

CHINA+ DATA WRAP 9 SEPTEMBER 2022: Chinese inflation misses expectations, as demand slows

No signs of inflationary pressure in August

Deflation starts to rear its head once more

Craig BothamChina+