China Growth Tracker – Still Strong Even With More US-China Tensions

We recently published a note on how to track Chinese growth in real-time using financial and commodity market prices. In these weekly reports, we will update the indicator to help us track growth. The latest data shows:
• Our overall short-term growth tracker has increased on the week, while the long-term growth tracker has moved sideways. We like to focus on the short-term measure as that tends to drive investor expectations more.
• This positive market shift comes in the face of increased US-China tensions, which suggests Chinese growth has not been dented yet.

We recently published a note on how to track Chinese growth in real-time using financial and commodity market prices. In these weekly reports, we will update the indicator to help us track growth. The latest data shows:
• Our overall short-term growth tracker has increased on the week, while the long-term growth tracker has moved sideways. We like to focus on the short-term measure as that tends to drive investor expectations more.
• This positive market shift comes in the face of increased US-China tensions, which suggests Chinese growth has not been dented yet.

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