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The PBoC has had its foot off the brake for most of this year so far, following tightening through the second half of 2020, culminating in its efforts to shake out speculative...
11th Jun 2021 00:00China+
The PBoC Can't Ignore Sky-High PPI Inflation
10th Jun 2021 00:00China+
Japan has been a laggard in the vaccine race, with the virus keeping the economy on a weak footing into this quarter and the next.
9th Jun 2021 00:00China+
It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.
8th Jun 2021 00:10China+
China is at a critical point in the recovery. The economy is switching lanes from the supply-led, export-supported manufacturing surge to consumer and services drivers.
7th Jun 2021 00:10China+
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
4th Jun 2021 00:00China+
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
2nd Jun 2021 00:00China+
China's official manufacturing PMI was little changed at 51.0 in May, after April's 51.1, with the index remaining oblivious to U.S. stimulus efforts and in recent months.
1st Jun 2021 00:10China+
Manufacturing PMIs Could Edge Higher this Month
28th May 2021 00:00China+
The BoK's Job is to Play it Cool While Uncertainty Remains High
26th May 2021 00:00China+
China's Reopening Story Remains in Tact Despite Slow M1 Growth
24th May 2021 00:10China+
Questions are Being Answered for China, but Some Remain
21st May 2021 00:10China+
Japan's Q1 Capex Disappoints, but Greater Optimism is Warranted
19th May 2021 00:00China+
Industry and Capex are Losing Steam, the Retail Wobble is Nothing
18th May 2021 00:10China+
What will Happen When Services Really get Going?
17th May 2021 00:10China+
Fiscal Hawkishness is Tightening Monetary Conditions
13th May 2021 00:00China+
Are Chinese Firms Running out of Cash to Support Commodities
12th May 2021 00:00China+
Exports are Softening, but a More Serious Correction is in the Cards
10th May 2021 00:10China+
CPI Inflation will Soon Point to Higher Yields, But not Yet
7th May 2021 00:00China+
The PBoC's Digital Yuan is Just Another Way of Keeping Control
6th May 2021 00:00China+
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