China Growth Tracker – Iron And Bonds Signal Positive Momentum
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 remains at elevated levels, while the long-term growth tracker has increased (Chart 1). We like to focus on the short-term measure as that tends to drive investor expectations more.
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