Pantheon Macroeconomics

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  • We expect little improvement in China’s consumption activity in January-to-February in the data out today...
  • ...Falling car sales should off set higher holiday spending, while the FAI improvement will be slow.
  • Government-bond issuance continues to prop up broad credit growth; corporate credit should edge up.

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Keywords for: 16 March 2026 China+ Monitor

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