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  • The BoJ could raise the policy rate at today’s meeting, going by a news report and less war uncertainty.
  • China’s PPI rebound is a cost-push story; reflation pace is likely to ease a tad as a peace deal is struck.
  • Given positive changes in both consumer and producer prices so far, Q2’s GDP deflator might now be positive.

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Keywords for: 16 June 2026 China+ Monitor

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