Pantheon Macroeconomics

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5th Jun 2022 22:20China+, Daily Monitor, Weekly Monitor

Fears that China will export inflation as a result of policy stimulus look misplaced, to us. 

Stimulus has been predominantly focused on supply-side measures, and should reduce inflation. 

Korean exports have improved, but it is too soon to call a turning point in global trade

chinese exports e.u. energy export data exports June labour labour market manufacturers May metals petroleum ppi PPI inflation smes trade u.s. unemployment wage pressures

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Keywords for: China will Export Disinflation, not Inflation, despite New Stimulus

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