Demand-side - Interlect Analytics

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Demand-side

A collection of 3 posts

DeepDive: Some Thoughts on the Stimulus Debate

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DeepDive: Some Thoughts on the Stimulus Debate

Our text-based data continue to show that policy will remain accommodative, though likely to a lesser extent than in previous years due to a more cautious tone by policymakers. Stimulus policies continue to focus more on the supply side rather than the demand side, albeit in a more subtle or

QuickScan: CEWC Doubles Down on New Economy

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QuickScan: CEWC Doubles Down on New Economy

This week, the Central Economic Work Conference continued to double down on the new economy, while largely reiterating last week’s Politburo stance on fiscal and monetary policy. Our text-based quantitative analysis filters out the prominent topics of the meeting and examines their implications. The Central Economic Work Conference (CEWC)

DeepDive: Focus on Demand and Consumption at Decade High

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DeepDive: Focus on Demand and Consumption at Decade High

Our latest DeepDive delves into language on stimulating consumption and demand in State Council, PBoC, Politburo and CEWC readouts from 2012 to 2023. The findings overall indicate that the focus on boosting demand has never been as strong in the past decade as it is now. We also look at