March 29, 2012

Chinese demand of loans and CPI

 As we can see Chinese demand of loans has been contracted since  second quarter of 2011 and obviously there is a relation between demand and CPI.

There isn´t enough cut rates. PBOC must spur consumption and in this way increase demand of loans.

SHIBOR 3M (RED), Chinese Loan Demand (WHITE), Chinese CPI YOY (GREEN)





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