July 10, 2012 | Daily JAM, Morning Briefing, Short Term |
China has moved from worrying high inflation (a high of 6.4% in June 2011) to worries of deflation in just a year. Consumer prices dropped 0.6% in June from May. Consumer prices were up at just a 2.2% annual rate.
April 9, 2012 | Daily JAM, Videos |
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April 9, 2012 | Daily JAM, Morning Briefing |
The thinking has been that inflation–at February’s 3.2% rate—was running so far below the government’s 4% target that Beijing had a lot of room to stimulate the economy. But the March jump in inflation to a 3.6% annual rate just ate up half of the available margin. That has raised fears among traders that the government and central bank won’t be as aggressive in stimulating the economy as hoped
March 20, 2012 | Daily JAM, Morning Briefing |
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March 9, 2012 | Short Term |
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March 5, 2012 | Mid Term |
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March 5, 2012 | Daily JAM, Morning Briefing |
China will cut its target for economic growth to 7.5% in 2012 from 8%. Global financial markets have decided that a lower growth target means China’s leadership is forecasting lower growth. I think two alternative explanations are a better fit to the facts that we know.
March 3, 2012 | Uncategorized |
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February 9, 2012 | Morning Briefing |
Inflation jumps in China, growth turns negative in Germany, but the U.S. economy looks genuinely stronger in today’s numbers
January 12, 2012 | Morning Briefing |
Inflation at the consumer level fell to a 15-month low in December, China’s National Bureau of Statistics announced today. Inflation at the producer level fell to the lowest rate in two years.The path to another cut by the People’s Bank of China in the bank reserve requirement before the Lunar New Year holiday is now wide open.
December 30, 2011 | Morning Briefing |
Manufacturing in China slowed in December—that makes two months in a row—according to a purchasing managers index released today. That has increased the odds that the People’s Bank of China will cut bank reserve requirements again—and before financial markets come back from their New Year break on January 3.
December 9, 2011 | Uncategorized |
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