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China's central bank more talk than action on monetary policy
Top Chinese economists expect only moderate rate cuts this year despite Beijing's bold language.
Jan 9
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CBaN Editor
5
1
Five Bold Predictions for the Fate of China's Economy in 2026
Deficit ratio could rise to 8.5% as expansionary fiscal policy continues.
Jan 7
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CBaN Editor
9
2
2
Why China’s central bank scuppered plans for its biggest monetary stimulus since the GFC
Chinese households still loathe to borrow due to pandemic hangover and property slump
Dec 30, 2025
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CBaN Editor
6
2
1
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Chinese economists recruit Ray Dalio and MMT in their battle over deficit spending
Aug 14, 2025
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CBaN Editor
51
6
12
The six-point plan to save China's economy from "landslide" decline
Oct 9, 2025
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CBaN Editor
14
4
3
China's central bank could hold off on monetary loosening thanks to rising consumption
Apr 22, 2025
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CBaN Editor
10
4
The future of China's economy hinges on industrial policy and private enterprise: Huang Yiping
May 2, 2025
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CBaN Editor
8
2
Digital Renminbi viewed as "strategic weapon" for accelerating downfall of US dollar hegemony
May 9, 2025
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CBaN Editor
9
3
Why the Chinese central bank timed its monetary policy shot for May
May 13, 2025
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CBaN Editor
9
4
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China needs to strategically revalue the renminbi to achieve global tech and monetary dominance: Lian Ping
Appreciation of the Chinese currency viewed as economically inevitable.
Dec 18, 2025
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CBaN Editor
11
3
6
China's government debt set to grow by a trillion dollars in 2026
What the Communist Party has in store for China’s monetary and fiscal policy in 2026.
Dec 11, 2025
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CBaN Editor
8
2
4
Top Chinese deficit hawk sounds alarm over debt crisis
Beijing's quest for developed economy status set to drive fiscal expansion for a decade.
Dec 4, 2025
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CBaN Editor
7
2
Beijing orders China's banks to lend to debt-burdened state-owned entities
The goal is to boost China's economy with an influx of funds for small businesses.
Nov 27, 2025
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CBaN Editor
16
3
3
China's top financial mission is funding sovereign tech independence
Our briefing on developments in China’s macro and monetary discussion.
Nov 21, 2025
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CBaN Editor
3
1
How China's exports triumphed over Trump's Liberation Day headwinds
Why sales of capital goods are driving geographic diversification of Chinese export markets.
Nov 13, 2025
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CBaN Editor
9
Bank of China says Trump is driving the US dollar's downfall
Liberation Day on par with Nixon's depegging of the dollar from gold.
Nov 7, 2025
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CBaN Editor
10
1
4
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China Banking News
Critical intelligence on China's economy read by the world's leading hedge fund managers and global macro investors.
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