Views from Beijing: The 19th Party Congress (十九大)

China Macroeconomics & Academia

Christopher Balding

Macroeconomics

<p>One of the key markets we are watching post Xi speech is commodity markets which are more volatile and less managed than stock and money markets.  Commodity markets in China have become so accustomed to stimulus that even small hints one direction or another have enormous impact on both Chinese and global commodity markets.</p><p>Right now it does not appear that Beijing is planning on announcing either stimulus or supply reduction measures beyond market expectations that would push prices higher…</p>

One of the key markets we are watching post Xi speech is commodity markets which are more volatile and less managed than stock and money markets.  Commodity markets in China have become so accustomed to stimulus that even small hints one direction or another have enormous impact on both Chinese and global commodity markets.Right now it does not appear that Beijing is planning on announcing either stimulus or supply reduction measures beyond market expectations that would push prices higher…

China Commodities in the Shadow of the Party Congress