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Q2 CPI inflation exceeded the MPC's one-quarter ahead forecast by the most for 13 years... ...But only two members have implied they will vote to end QE; pushback from the...
Our analysis reveals that GDP growth in the first half may have been significantly stronger than billed. In particular, the household savings rate dropped sharply, back to...
From all the PBoC's vast toolbox, the most important thing right now is the clues to be gleaned over intentions on rates from open market operations.
Governor Kuroda was managing expectations about the new green fund-provisioning scheme in the press conference.
Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
The BoJ's policy meeting on Friday is set to provide an outline of the fund-provisioning scheme, announced at its June meeting, to support green finance.
Chinese exports surprised to the upside in June, with growth picking up to 32.2% year-over-year, from 27.9% in May.
We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.
The PBoC followed through with a Reserve Requirement Ratio cut of 0.5 percentage points on Friday, hot on the heels of a strong hint to do so from the State Council meeting...
It's easy to fall into the trap of thinking that the Chinese monetary authorities are shifting to a broad-based easing stance.
Energy inflation is not straightforward to forecast in China, thanks to the lack of clarity over the CPI weights.
Markets underestimate the potential for a consumption-led rebound in Chinese GDP growth, and we still expect a pop of faster growth, starting in the second half.
China's on-balance sheet government deficit has recovered fast since the initial Covid hit early last year, reaching a seasonally adjusted 3.9% of GDP in Q1, on our calculations,...
China analysts have a not-so-secret weapon; credit and money trends are very good leading indicators of GDP growth. At the moment, the signal from those indicators is worrying.
Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's.
The official manufacturing PMI indicates that bottlenecks remain a problem.
The potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.
China's official manufacturing PMI looks exposed in the context of the recent softening of regional trade flows. Korean 20-day export growth for June slowed to 29.4%...
The PBoC injected RMB 30B through seven-day reverse repos yesterday, breaking with the more than three-month stretch in which the Bank routinely injected just RMB 10B.
The PBoC continues to hold off on tightening, as it waits for something closer to herd immunity, and to see how the economy responds to "freedom".
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