China Macroeconomics & Academia

Christopher Balding

Macroeconomics

<p>Price index data was released and as was bank foreign exchange transaction data was recently released and this highlights some of the changes we are seeing in the Chinese economy.  The economic cycle remains decidedly different from what it was two to three years ago. While the top line numbers have shown significant improvement, the underlying metrics in our estimation continue to slowly erode for reasons we will get into.</p><ol><li>China FX inflows and outflows have stabilized significantly from…</li></ol>

Price index data was released and as was bank foreign exchange transaction data was recently released and this highlights some of the changes we are seeing in the Chinese economy.  The economic cycle remains decidedly different from what it was two to three years ago. While the top line numbers have shown significant improvement, the underlying metrics in our estimation continue to slowly erode for reasons we will get into.China FX inflows and outflows have stabilized significantly from…

RMB and FX Data Dive