CITI'S TAKE We maintain our growth forecast at 4.5%YoY for 26Q3E and expect minor hints for investment-led growth stabilization to emerge. Exports remain the pillar for growth, and PPI could mark a new high within the year. Vi e w p o i n t | 05 Oct 2026 23:30:07 ET │ 9 pages China Economics Investment-led Stabilization Taking Shape? – Sep/Q3 Data Preview Investment-led stabilization has started? — We still expect GDP growth to edge up to 4.5%YoY for 26Q3E from 4.3%YoY in 26Q2, partly on a more favorable ba ...

7 October 2026 | 5:59PM EDT Economics Research US Daily: Where Has Inflation Surprised? Abhay Duggirala +1(202)585-6760 | abhay.duggirala@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. Core PCE stood at 3.0% year over year in August, 0.7pp above our 2.3% start-of-the-year forecast for August. An impo ...

Feng Zhu (852) 2800 1745 feng.zhu@jpmorgan.com JPMorgan Chase Bank, N.A., Hong Kong Branch Tingting Ge (852) 2800-0143 tingting.ge@jpmorgan.com Jiayi Li (852) 2800-5229 jiayi.c.li@jpmorgan.com Tongfang Yuan (852) 2800-0085 tongfang.yuan@jpmorgan.com Greater China September exports jumped 6.6%m/m sa, with broad-based gains across high-tech products, autos and consumer goods. Together with stronger PMIs, resilient external demand and the pre-holiday production push should support another solid IP print, in ou ...