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Interest Rates

A collection of 5 posts

QuickScan: External Macro Factors Still Positive

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QuickScan: External Macro Factors Still Positive

In early January, we wrote that we were seeing early signs that the external macro environment could deliver some much-needed support to China’s economy and industrial firms this year (see QuickScan: Can the External Macro Environment Prove to Be a Boon?). We believe this thesis is still intact despite

QuickScan: Can the External Macro Environment Prove to Be a Boon?

QuickScan: Can the External Macro Environment Prove to Be a Boon?

As we enter the new year, China’s domestic conditions continue to appear lacklustre. However, there are early indications of positivity in the external macro environment. Should these signals come to fruition, they could offer some much-needed support to the economy and industrials in the year ahead. The USD has

DeepDive: Takeaways from the Central Financial Work Conference

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DeepDive: Takeaways from the Central Financial Work Conference

Early last week the Central Financial Work Conference (CFWC) was held in Beijing. In this DeepDive, we provide a textual analysis of the meeting readout and a comparison to previous sessions going back to 2012 to identify changes and potential risks and opportunities.

DeepDive: Data Dump October 2023

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DeepDive: Data Dump October 2023

While China’s macro data showed some signs of improvement in certain pockets of the economy in September, the housing market has remained weak through October and financing conditions for SMEs appear tight. Our latest DeepDive has more. Corporate loan data for September remained robust, following a record high in

QuickScan: The PBoC’s Optimistic Outlook

QuickScan: The PBoC’s Optimistic Outlook

In our latest QuickScan, we dissect the PBoC’s monetary policy report and outlook for the macroeconomy for the second half of the year. While the central bank paints an optimistic picture, there are a few catches. In its Q2 monetary policy report released last week, the People’s Bank