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Industrial production growth slowed sharply in July; no signs yet of infrastructure picking up the slack.
Delta is adding to the recent misery in retail sales; a Q3 GDP growth downgrade is now on the cards.
Japan's economy stabilised in the second quarter despite the rolling Covid hit and soft lockdowns.
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.
Japan has been a laggard in the vaccine race, with the virus keeping the economy on a weak footing into this quarter and the next.
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.
The BoJ likely will leave policy unchanged at its meeting on Tuesday next week, following the policy review in March.
The big question facing Chinese CPI inflation is when services inflation will finally begin to pick up.
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