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3 pieces found
August 2026
26
China Macro Weekly #4, 2026-08-26: The MLF Test Came Back Negative, and the Fiscal Channel Got Louder
$0.10
Regime Notes
·
9 min
MLF medium-term lending facility
PBoC monetary policy
china fiscal stimulus
19
China Macro Weekly #3, 2026-08-19: The Credit Went Fiscal, and the Bond Market Priced It
$0.10
Regime Notes
·
8 min
PBoC monetary policy
central bank monetary policy
china government bond yield
12
China Macro Weekly #2, 2026-08-12: The Reflation Was Real, and It Was Borrowed From the Oil Market
free
Regime Notes
·
6 min
·
6 reads
PBoC monetary policy
central bank monetary policy
china CPI PPI deflation