Asian Dollar Bond Monitor: The Trump Card

China Macroeconomics & Academia

Christopher Balding

Macroeconomics

<p>One of the most important questions in China and the global economy is the state of inflation in China.  The surge in nominal growth and rapid rise in PPI driven by high commodity prices have buoyed the notion that China has safely avoided a deflationary spiral.  However, the reality is decidedly more complex and implies there is less stability on the increased price levels than understood.</p><ol><li>
<strong>PPI is up sharply in China but it is exclusively dependent on commodities and base inputs, especially in</strong>…</li></ol>

One of the most important questions in China and the global economy is the state of inflation in China.  The surge in nominal growth and rapid rise in PPI driven by high commodity prices have buoyed the notion that China has safely avoided a deflationary spiral.  However, the reality is decidedly more complex and implies there is less stability on the increased price levels than understood.
PPI is up sharply in China but it is exclusively dependent on commodities and base inputs, especially in…

Is China Reflating?