Targeted monetary easing
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中国市场周报:市场下跌2%;定向财政与货币宽松响应国务院部署;9月PMI回升-China Weekly Kickstart_ Markets lost 2%; Targeted fiscal and monetary easing measures follow State Council call; Higher PMIs in September
2026-10-21 18:37
3 October 2026 | 3:57PM HKT Portfolio Strategy Research CHINA WEEKLY KICKSTART MXCN/CSI300 lost 1.9%/1.8% in the shortened trading week. Our US economists pushed back their rate hike forecast to Dec from Oct on softer Aug core PCE. At the State Council meeting on Sep 28, Premier Li pledged incremental measures and reaffirmed the commitment to achieve the full-year growth targets. On Sep 29, policymakers announced a combination of targeted fiscal and monetary easing measures, including a 25bp cut in the PSL ...
中国观察:三件值得关注的事-China_ Three things in China
2026-10-21 18:37
Three quick highlights from China: 4 October 2026 | 10:50PM HKT Economics Research China: Three things in China 44 46 48 50 52 54 56 58 44 46 48 50 52 54 56 58 2019 2020 2021 2022 2023 2024 2025 2026 China PMIs NBS Manufacturing PMI NBS Services PMI RatingDog Manufacturing PMI RatingDog Services PMI Index Index Source: Haver Analytics, Goldman Sachs Global Investment Research n China Q3 GDP tracking 4.2% yoy: We recently introduced a China GDP nowcasting model that tracks quarterly real GDP growth as variou ...