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12th Sep 2024 18:10China+Weekly Monitor

  • Recent BoJ policymaker statements signal intent to keep raising rates if warranted by inflation.
  • The carry trade appears to have largely unwound, but lower oil prices could slow the pace of rate hikes.
  • Revised Q2 GDP growth was partly bolstered by short-term factors; Q3 growth is likely to slow.

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Keywords for: 16 September 2024 China+ Monitor

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