Archive for the ‘China’ Category

January HSBC/Markit China PMI At 48.8

HSBC/Markit PMI rose from 48.7 to 48.8.

Basically unchanged.

China Retail Sales Up 18.1% In December

China retail sales rose 18.1% y-o-y in December vs. 17.3% November reading. Consensus was at 17.2%.

China Fixed Asset Investments Rose 23.8% In December

China fixed asset investments were up 23.8% y-o-y in December; November reading was at 24.5%. Consensus was at 24.1%.

Chinese Industrial Production Rose 12.8% In December

Industrial production in China rose 12.8 % y-o-y in December; November reading was at 12.4%. Consensus was at 12.3%.

Chinese GDP Rose 8.9% In Q4 2011

China fourth quarter GDP rose 8.9%, vs. prior reading of 9.1% and consensus at 8.7%.

China December CPI Inflation At 4.1%; PPI Inflation At 1.7%

China Consumer Price Index was up 4.1% in December, vs. 4.0% consensus and 4.2% November reading. Food inflation rose from 8.8% to 9.1%..

China Producer Price Index fell to 1.7% from 4.2% in November. Consensus was at 2.1%.

China Macro Data Follow-Up – January 2012

I’ve been quite busy on my day job in last weeks, so now when I finally have some spare time I will follow-up China macro data since the start of the year.

To sum up, Chinese authorities have started to loosen monetary policy after slowdown in manufacturing and slowdown of imports (especially imports of goods which are consumed in China).

Dry Bulk Weekly – December 19, 2011

Baltic dry index fell 1.8% last week; Capesize Index was down 3.4%; Panamax Index rose 3.6%; Supramax Index was down 3.0%; Handysize Index fell 2.3%.

Dry Bulk Weekly – December 12, 2011

Baltic dry index rose 3.0% last week; Capesize Index was up 8.4%; Panamax Index rose 0.7%; Supramax Index was down 7.9%; Handysize Index fell 3.4%.

China November CPI Inflation At 4.2%; PPI Inflation At 2.7%

China Consumer Price Index was up 4.2% in November, vs. 4.5% consensus and 5.5% October reading. Food inflation eased from 11.9% to 8.8%..

China Producer Price Index fell to 2.7% from 5.0% in October. Consensus was at 3.4%.

Dry Bulk Weekly – December 5, 2011

Baltic dry index rose 3.3% last week; Capesize Index was up 11.8%; Panamax Index fell 5.2%; Supramax Index was down 3.3%; Handysize Index fell 2.5%.

China Official PMI For November At 49.0

Official (China Federation of Logistics & Purchasing and National Bureau of Statistics) China PMI fell form 52.0 to 50.9. Consensus was at 49.8.

Dry Bulk Weekly – November 28, 2011

Baltic dry index fell 4.6% last week; Capesize Index was down 5.7%; Panamax Index fell 2.0%; Supramax Index was down 0.1%; Handysize Index fell 3.3%.

November HSBC/Markit China PMI At 48.0

HSBC/Markit PMI fell from 51 to 48.0.

Dry Bulk Weekly – November 21, 2011

Baltic dry index rose 3.3% last week; Capesize Index was up 2.7%; Panamax Index rose 4.0%; Supramax Index was up 4.3%; Handysize Index fell 2.1%.

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