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  • China faces the likely prospect of a modest bump in consumer inflation from the oil-price surge...
  • ...Soft pork prices are likely to partly offset higher energy costs; but producer inflation could swing dramatically.
  • Japan would be more vulnerable to an oil price at $150 per barrel, forcing an early BoJ rate hike.

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Keywords for: 19 March 2026 China+ Monitor

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