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26th Mar 2026 19:22China+Weekly Monitor
  • China’s national long-term care reform should boost GDP by almost 1% by 2030...
  • ...But more is needed to replace the 6%-of-GDP decline in housing investment since 2021.
  • The BoJ’s new natural interest rate and CPI estimate don’t change the big picture; oil prices are key.

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Keywords for: 30 March 2026 China+ Monitor

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