China – a turn in the credit data

China – ending of Chinese New Year drags down inflation

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China – Japanification scorecard: part 1

A video discussing why China isn't following Japan's path. This is the first part, looking at the seven demand-side factors that caused Japan's problems, and how China compares. The second video will discuss supply-side issues and the "deflationary mindset".

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China - PMI details suggest a floor

The PMIs continue to suggest that, overall, there was no lasting improvement in the cycle after the September policy push. There are though some signs that things aren't getting worse any more, with both the construction PMI and employment indicators suggesting a floor.

China – credit mixed, and need more evidence of deposit turn

China – core CPI back up to +2%

China – on a Japanification scorecard, only getting 30%

China – not very informative

China – further consumption recovery in 2024

China – are low rates and a weak CNY really to be feared?

China – better, but not that convincing

China – perhaps a turn in the monetary data

China – core CPI back to +1%

China – neither better nor worse

China – a little more encouraging