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November 2015 Macro Data Recap

The note briefly summarizes the key economic and policy implications of the November data, while also presenting our views of the most important and most surprising revelations from these indicators.

This month, we focus on the contradictions in China’s property┬ádata, as well as the surprise pickup in imports, while flagging the importance of December indicators of PBOC foreign asset growth, following recent central bank discussion of a trade-weighted currency basket.

Posted August 1, 2017
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