Paid-members only Featured DeepDive: Key Messages from the PBoC’s Monetary Policy Outlook In our latest DeepDive, we analyse the PBoC’s Q3 monetary policy report and outlook for the macroeconomy going forward. While the central bank continues to be optimistic, our quantitative text-based indicators continue to show a more mixed picture.
Paid-members only Featured DeepDive: Data Dump November 2023 China’s macro data were mixed in October. Household loans continued to point to consumer caution and total retail sales didn’t look as good as the raw data print suggests. Low domestic price pressures and good CPI news out of the US should leave more room for targeted policy
Paid-members only QuickScan: Concerned about Price Stability This QuickScan takes a look at the discussions on inflation and price stability in recent State Council and PBoC readouts.
