US Monetary Policy Made In China?

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US Monetary Policy – Made in China?

 

Quick summary: Are bond markets reacting more to slowing World business activity than to tightening threats from the US Fed? Latest economic momentum data, calculated from economic surprises, show a sharp and accelerating decline across Asian economies. The culprit is China. Could this growth hiccup warn that World policy-makers have started to tighten too soon?

 

 

 

See our latest published research, Global View - US Monetary Policy – Made in China? - July 2021

 

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