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11th Feb 2024 21:20China+, Daily Monitor

  • China’s social financing growth slowed a notch in January, due to less government-bond issuance.
  • The jump in January net long-term new household loans is probably a blip; new-home sales are weak.
  • The increase in M1 growth is a likely sign of stimulus funds improving business cash flow.

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Keywords for: 13 February 2024 China+ Monitor

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence