If The Official Numbers Are This Soft…

Bob Elliott · Nonconsensus · 15 июля 2026, 10:32  | Читать в Substack ↗
Резюме
Chinese economic data continues to deteriorate as the long-running deleveraging campaign persists, signaling persistent headwinds for growth and risk assets tied to China.
  • China's primary macro story has been deleveraging for years.
  • The latest data suite indicates the economy is still moving in the wrong direction.
  • The article implies continued downside risk without identifying specific data points or policy responses.
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Категория finance
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