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4th Dec 2024 17:40China+Weekly Monitor

  • Japan’s real household spending fell further in October as people tighten their purse strings.
  • Consumer sentiment dipped slightly in November, held back by willingness to buy durable goods.
  • The BoJ will probably hike rates this month, as long as market risks from Korean politics are contained.

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Keywords for: 9 December 2024 China+ Monitor

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