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12th Dec 2024 20:27China+Weekly Monitor

  • China’s Central Economic Work Conference is ‘all hat and no cattle’; consumption is the sole priority in 2025.
  • The authorities seem to have run out of new ideas to boost the economy in the face of external uncertainty.
  • In 2025, expect monetary policy easing, the budget deficit ceiling to be raised and more structural reforms.

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Keywords for: 16 December 2024 China+ Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence