24 Dec 2020 Is China Santa or the Grinch in the Global Inflation Outlook

Miguel Chanco (Senior Asia Economist)23rd Dec 2020 18:10China+, Asia Key Issues

China plays a pivotal role in the global inflation outlook.

base effects capital outflows car sales cash china Chinese consumers chinese demand chinese goods commodities commodity commodity prices consumer consumer goods consumers corporations covid-19 cpi December deflation disposable income disposable income growth dollar economy energy exports factories food forecasts gdp gdp growth growth h1 households income income growth index industrial profits inflation interest rate inventories japan jobless rate korea liquidity loan loan prime rate m1 m1 growth manufacturing manufacturing pmi March markets mlf MLF rate monetary monetary policy nominal gdp nominal gdp growth official manufacturing pmi oil oil prices pboc pm pm forecast pmi policy ppi private sector production profits q1 q2 q3 q4 remain repo restocking retail retail sales rmb sales growth savings September service sector stockpiling supply survey survey data surveys tokyo trade trade surplus u.s. unemployment unemployment rate yields

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