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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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The zero-tolerance approach to Covid has been a part of China's success story...
... It's now a hurdle for valuations to climb; a shift toward Covid management is needed...
... That could catalyse a behavioural transition from savings normalisation to active wealth run-down.
Both M1 and M2 growth missed expectations in July, but the former arguably is due a turnaround.
Slowing household demand for credit isn't exactly concerning, as they are still sitting on piles of cash.
Japanese machine tool orders remain solid, indicating that the recovery in global IP is on track.
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.
Q2 CPI inflation exceeded the MPC's one-quarter ahead forecast by the most for 13 years...
...But only two members have implied they will vote to end QE; pushback from the doves has been strong.
Inflation expectations have remained well-anchored; Team Transitory probably is right.
Our analysis reveals that GDP growth in the first half may have been significantly stronger than billed.
In particular, the household savings rate dropped sharply, back to pre-pandemic trends.
Households now need to run down wealth, if the recovery is to continue.
From all the PBoC's vast toolbox, the most important thing right now is the clues to be gleaned over intentions on rates from open market operations.
In one line: Back to regular programming.
PBoC goes back to regular programming.
Japan exits outright deflation, thanks largely to food prices.
Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
The BoJ's policy meeting on Friday is set to provide an outline of the fund-provisioning scheme, announced at its June meeting, to support green finance.
The PBoC continues to hold off on tightening, as it waits for something closer to herd immunity, and to see how the economy responds to "freedom".
The Bank made a surprise announcement at its meeting last week.
BoJ balance sheet to keep expanding till March 2022.
All quiet for Japan’s CPI beyond energy.
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