Search Results for: China credit

China Credit Impulse and Corporate Financing Index China credit impulse is weakening as Beijing orders banks to limit loan growth for rest of the year. Image: Alpine Macro

Commodities vs. China Credit Impulse (Leading Indicator) China’s credit impulse tends to lead commodities by 12 months. Image: Nordea and Macrobond

China Credit Impulse and Germany PMI (Leading Indicator) China credit impulse tends to lead Germany PMI by 6 months. Image: Scotiabank GBM Portfolio Strategy

China Credit Impulse – Reflation Cycle This chart shows that China credit impulse has not yet boosted relative earnings. Credit impulse is the change in new credit issued as a percentage of GDP. Image: Fidelity Investments

China GDP and China Credit Impulse The chart shows the correlation between credit impulse and China GDP. Credit impulse is the change in new credit issued as a percentage of GDP. The chart also suggests that the latest stimulus has been more effective than previous ones. Image: TS Lombard

China Credit Impulse and Number of Central Banks Easing vs. Tightening Lead Global Manufacturing PMI This chart suggests that China credit impulse and the number of central banks easing vs. tightening lead global manufacturing PMI by 6 months. Credit impulse is the change in new credit issued as a percentage of GDP. Image: J.P. Morgan

China Credit Impulse Leads World Trade The chart suggests that China credit impulse leads world trade by 12 months. World trade is expected to turn positive in coming months. Credit impulse is the change in new credit issued as a percentage of GDP. Image: Oxford Economics, Macrobond

China’s Credit Impulse as % of GDP Investors should be pleased as Chinese credit impulse is expected to rise. Image: Morgan Stanley Research

China Excess Reserve Ratio and Credit Impulse (Leading Indicator) Investors should be pleased as Chinese stimulus is on the way. Image: BCA Research

Euro to U.S. Dollar (EUR/USD) and China’s Credit Impulse (Leading Indicator) China’s credit impulse tends to lead the EUR/USD by 12 months. Image: Nordea and Macrobond

Euro to U.S. Dollar (EUR/USD) and China’s Credit Cycle (Leading Indicator) China’s credit cycle tends to lead the EUR/USD by one year. Image: Alpine Macro