China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand
Duncan WrigleyChina+
- In one line: On track for a June rate cut.
Rob Wood (Chief UK Economist)UK
- In one line:Lower borrowing costs sparked a wave of refinancing in Q1, which likely will unwind in Q2.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing almost stabilised but input cost inflation jumped.
Rob Wood (Chief UK Economist)UK
- In one line: Output prices likely rising more slowly than the CBI’s survey implies.
Rob Wood (Chief UK Economist)UK
- In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Almost back to growth.
Rob Wood (Chief UK Economist)UK
- In one line:Consumer caution fading in response to lower interest rates.
Rob Wood (Chief UK Economist)UK
Core prices back on track; real after-tax income growth slowing sharply
Ian Shepherdson (Chief Economist, Chairman and Founder)US
- In one line: MPC gears up for a summer rate cut with tweaks to guidance.
Rob Wood (Chief UK Economist)UK
- In one line: Anticipated hike to electricity tariffs spooks the CBC into a surprise hike.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: Anticipated hike to electricity tariffs spooks the CBC into a surprise hike.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Expected interest rate cuts breathe life into house building.
Rob Wood (Chief UK Economist)UK
- In one line: Growth beating the MPC's forecast, supporting services inflation.
Rob Wood (Chief UK Economist)UK