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China PMIs Decline, Industrial Activity and Policy
[private]The unofficial HSBC/Markit Economics China Purchasing Managers Index declined to 48.9 in July.
- Policy will not be pushed off course by this result, but it will nonetheless be influenced by the conditions that it—along with most other available data—describes: a softening of the economy is underway, increasing the risk of policy-tightening overkill in future months, should the authorities’ hawkish policy stance be maintained without nuance.
- As we have pointed out earlier, such nuance will probably consist of a temporary abandonment of interest rate hikes (although there may be one more in the pipeline) while keeping in place lending ceilings and possibly, but less likely now, additional reserve-requirement increases.
7-21-11–EMG INDICATORS AND INSIGHTS _China’s HSBC PMIs_[/private]
Research Studies
DE | Sinai Economic and Market Perspectives | Seeds of A Sovereign Debt Crisis Planted – 02/03/21
[private] [/private] Seeds of A Sovereign Debt Crisis Planted Allen Sinai* The U.S. and Global economies have undergone a fiscal/debt revolution of huge import from which there will be no turning away! The main catalysts read more
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