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Data Dump

QuickScan: Data Dump May 2023

Interlect Analytics

18 May 2023 • 4 min read
QuickScan: Data Dump May 2023
Photo by Denys Nevozhai / Unsplash

We take a look at recent economic data and examine the drop in household deposits and slowly improving WMP yields.

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DeepDive: Signals From the Central Bank
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DeepDive: Signals From the Central Bank

In this DeepDive, we analyse the PBoC’s latest policy communication and macro outlook. Our text-based indicators still point to more stable macro conditions, supporting our cautiously optimistic view from mid-February. While our indicators continue to suggest an accommodative stance and more policy support ahead, the more hawkish policy communication
20 Aug 2024 5 min read
QuickScan: Data Dump July 2024
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QuickScan: Data Dump July 2024

In this Data Dump, we delve into China’s latest macro data, focusing on the housing market, corporate sentiment, the labour market and exports. We also take a look at whether household spending could pick up over the coming months. Read more in our Data Dump. New home sales fell
12 Aug 2024 4 min read
DeepDive: Politburo Update July 2024
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DeepDive: Politburo Update July 2024

In our latest Politburo update, we take a look at the recent messaging on the property market, consumption, and monetary and fiscal policy, and address what we believe are considerable misinterpretations of recent monetary and fiscal policy communication in the market and financial press. We also discuss some tweaks in
05 Aug 2024 6 min read
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