Both bank lending and broad credit growth hit fresh lows in October in a sign that monetary easing hasn’t done enough to drive a substantial turnaround in private credit demand. And after last week’s...

Headline CPI and PPI inflation both fell further in October. But core inflation edged up and factory gate prices fell more slowly in m/m terms, a sign that recent stimulus efforts are having some...

Today’s fiscal announcement was far smaller and less detailed than many had hoped for. The explanation, we think, is that China’s leadership sees less need for stimulus than most commentators (we’re...

China’s exporters are still thriving and may do even better in the near term as customers prepare for big increases in tariffs next year. China’s leadership has had plenty of time, and the experience...