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PPI inflation is proving stubborn, while CPI inflation is just getting started.
Services inflation continues to rise, despite the broadening Delta scare.
Trade figures highlight the "mid-cycle" falter, as exports soften but imports stumble too.
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.
Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
Chinese exports surprised to the upside in June, with growth picking up to 32.2% year-over-year, from 27.9% in May.
Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's.
It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
China's PPI inflation picked up to 6.8% in April, from March's 4.4%, and it isn't quite done yet.
We are waiting for a step change in China's trade surplus, back down to pre-Covid levels, but the April data left us still holding our breath.
One of the big questions facing the global economy is when the trade cycle will falter.
We can safely look through the plunge in China's trade surplus in the last couple of months, to $13.8B in March, from $37.9B in February.
China's unadjusted trade surplus could drop sharply in March, to about $31.5B, from an average of $51.5B in January/February.
Everyone knows that wild base effects are coming, but China's export figures are an early warning of how strong they can be.
The Caixin services PMI fell to 51.5 in February, from 52.0 in January.
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