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Covid proves less damaging than expected to service sector activity
Japanese exports jumped in November, amidst signs of reduced supply chain pressures.
Unfortunately, the outlook for December is dimming, thanks in part to Chinese Covid policy.
Omicron is set to renew supply disruptions, just as they were easing, but it will also weaken demand.
Further hope that bottlenecks are easing
Manufacturing output growth slows
Service sector slips from two-year high
The property sector remains under pressure
Services activity remains hostage to the ravages of the virus
Disparity with official survey probably reflects geographic spread of latest Covid outbreaks
The PBoC lifts its foot from the brake ever so slightly
Optimism around Covid lifts the service sector
Stress continues for the property sector
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.
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