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Trade data points to weaker Chinese demand
A hawkish hike from the BoK
The first decline in China’s trade balance in nine months
Exports suggest regional supply chain recovery
Chinese imports boosted by energy demand, but also tell a reassuring story about momentum - and infrastructure
Chinese exporters shrug off industrial problems amidst resilient external demand
PBoC takes the opportunity to replenish its coffers
July exports likely weakened, while imports will be boosted by the tail end of commodities inflation.
PPI inflation may not yet have peaked; headline CPI inflation is just about food prices.
M1 growth should now be troughing, but an RRR cut is looking more likely nonetheless.
China's weak July PMIs play into a wider story of underperformance in trade and manufacturing.
The official and Caixin reports are at odds on prices, but we reckon PPI inflation ticked higher in July.
The non-manufacturing gauge suggests that no fis- cal rescue has been forthcoming.
China's PPI inflation is at or near its peak, and CPI inflation remains relatively tame...
... But underlying inflationary pressure is more ad- vanced in China, thanks to the early recovery.
More limited slack means services inflation is on a sustained uptrend.
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