PM Data Note: CPI Japan December

• Japanese Inflation Edges Up on Higher Energy Costs

Duncan WrigleyChina+

PM Data Note: PBoC Policy Decision, China, January

• Waiting for the Reopening Phase 

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 JANUARY 2023: Japanese Inflation Rises on Energy Costs

Japanese Inflation Edges Up on Higher Energy Costs

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 JANUARY 2023: China's Economy Weathers Covid Exit Waves

China's Economy Weathers Covid Exit Waves Better than Expected

Duncan WrigleyChina+

CHINA+ DATA WRAP 16 JANUARY 2023: China's New Home Prices Extend Decline

China's New Home Prices Extend Decline

Duncan WrigleyChina+

CHINA+ DATA WRAP 13 JANUARY 2023: China's Trade is Buffeted by Covid Exit Waves

China Trade Surplus Widens as Covid Waves Slam Imports and Exports

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+

12 Jan 2023 China+ Monitor Plunging New Credit Precedes Likely Revival from Early 2023

• New aggregate financing plummeted in December as China was buffeted by gigantic Covid waves...
• ...But big cities appear to be past the worst, and many other regions are following close behind...
• We expect a marked rebirth of credit demand post-Chinese New Year, building in Q2 onwards.

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 JANUARY 2023: New Credit Plunge Precedes Likely Upturn

Credit Plunges in December, Before a Likely Upturn in Early 2023

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 JANUARY 2023: China's Foreign Reserves Increase Slows

China's Foreign Reserves Increase Slows Despite Returning Investor Confidence

Duncan WrigleyChina+

CHINA+ DATA WRAP 6 JANUARY 2023: Japan's Services Sector Sustains Modest Growth

Japan's Services Sector Sustains Modest Growth Thanks to Tourism Boost

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 JANUARY 2023: Caixin PMI Probably Understates Downturn

Caixin Services PMI Probably Understates the Downturn, but Metro Travel is a Green Shoot

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 JANUARY 2023: Caixin PMI Shows Grim Current Picture

Caixin PMI Shows Grim Current Picture, but Optimism for the Reopening

Duncan WrigleyChina+

December 2022 - China+ Chartbook

• Chinese Outlook Brightens On Covid Exit Path
• Japan's YCC Tweak Doesn't Signal Immediate Tightening
• The BoK Eyes Plummeting Korean Exports Warily

Andres Abadia (Senior International Economist)China+

China+ H1 Outlook 2023

Duncan WrigleyChina+

PM Note: China PBoC Decision December

• In one line: it’s too early for monetary easing in China

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 DECEMBER 2022: the BoJ Tweaks 10-Year Yield Cap

the BoJ Tweaks Trading Range on 10-Year Yields

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 DECEMBER 2022: China's Economy is Rocked by Covid Wave

China's Economy is Rocked by Covid Wave

Duncan WrigleyChina+

China+ Data Note: China Money and Credit, November

• In one line: Covid surges buffet credit growth, though policy-related financing held up

Duncan WrigleyChina+