What to Expect From China's CPI, PPI

The video discusses the recent recovery in China's manufacturing sector, highlighting the role of both external and domestic demand. It examines the trends in Producer Price Index (PPI) and Purchasing Managers' Index (PMI), suggesting potential surprises in PPI. The discussion also covers the inventory cycle's impact on industrial profits and the challenges posed by rising interest rates. The narrative shifts to the importance of capital expenditure (capex) and the resurgence of business confidence and private sector investment, indicating a more resilient manufacturing recovery.

According to the text, what does the inventory cycle indicate about industrial profits?

Evaluate responses using AI:

OFF

What does the text suggest about the future of private sector business investment?

Evaluate responses using AI:

OFF