China Macroeconomics & Academia

Christopher Balding

Macroeconomics

<p>We are waiting on PPI and inflation data coming out on Wednesday, Tuesday night on the US. This will be the yardstick regarding just how firm China’s increasingly softening economy is. One of the big areas that we have seen a lot of issues, and heard a lot about from sources in China, is food prices. We also believe that food prices are an increasingly bigger deal because some price and output data is not getting updated. This is dead give away from China that numbers are not what Beijing wants to see.</p>

We are waiting on PPI and inflation data coming out on Wednesday, Tuesday night on the US. This will be the yardstick regarding just how firm China’s increasingly softening economy is. One of the big areas that we have seen a lot of issues, and heard a lot about from sources in China, is food prices. We also believe that food prices are an increasingly bigger deal because some price and output data is not getting updated. This is dead give away from China that numbers are not what Beijing wants to see.

Pork and Beef Imports in China