Expect Chinese Flash Data To Remain Constant
Overall flat numbers for domestic shipping are not indicative of negative growth. Specifically we are seeing negative numbers underlying sectors...
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China Economics: Unnoticed New Policy Rate Succession on 007
The People’s Bank of China (PBOC) has begun discussing the importance of DR007 (i.e. the 7-day repurchase rate pledged by interest rate bonds by...
452 Views
China: Barely Staying Afloat with New Money and Fiddled Data
The renewed RMB weakness this week demonstrates that it will not be possible for China to run expansionary monetary policy without threatening...
405 Views
The US-China Trade War and China's Q2 Updates
1, China US trade war As we discussed previously that if President Xi decided to fight back, investors should be worried. Yes, it is exactly what...
395 Views
How Reliable Are PBOC FX Numbers?
There is increasingly strong evidence the PBOC is massaging official FX reserves data. The sustained period of net outflows during which PBOC FX...
404 Views