From the conclusion to the Report:
Category Archives: China
Taiwan Strait Balance of Forces
Military Conflict and Economic Warfare, China-Taiwan
Some commentators have worried about imminent military hostilities between China and Taiwan (and hence the United States, almost assuredly). Here’s some reasons to think it’s not quite happening yet — at least the military part. The economic aspects — we’ll have to wait and see.
The China Outlook from the WEO
July WEO update:
In China, further lockdowns and the deepening real estate crisis have led growth to be revised down by 1.1 percentage points, with major global spillovers.
China Q2 Takes an (Expected) Dive
A 2.6% q/q dive in Chinese GDP is unsurprising, but unwelcome nonetheless:
Composition of Central Bank Holdings, 1965-2021
Estimated and reported:
You Can Easily Get Low Inflation If You *Really* Want To
China GDP Forecast Revision
Even under optimistic assumptions, growth is going to miss the government’s target.
Another Economic Sitrep for China
From “GS Economic Indicators: China CAI Falls to -11% in April”:
China Economic Sitrep
Industrial output, manufacturing down. Retail sales down.