MNI China Daily Summary: Thursday, April 18

MNI BRIEF: M2 Growth To Slow On Weak Demand - PBOC's Zou

MNI BRIEF: PBOC To Watch CNY Moves Closely - Vice Governor Zhu

MNI BRIEF: China Aims To Digitalise 70% Of Firms By 2025

MNI BRIEF: Q1 Cross Border Activity Up 117.8% - Ministry

MNI: PBOC Conducts CNY2 Bln Via OMO Weds; Liquidity Unchanged

MNI: EUROZONE FEB CONSTRUCTION OUTPUT +1.8% M/M, -0.4% Y/Y

Q1 Industry Survey Suggests H1 Growth Tailwind

Indonesian Sov Curve Flattens, Barclays See BI Cutting Next Week

RPT-MNI: Canada Sticks To Fiscal Anchors, Spends Chunk Of Windfall

MNI BRIEF: Poilievre Calls QE 'Scam' And Would Limit BOC Remit

MNI: Growth Drag From Net Zero Carbon Goal Can Be Offset-OECD

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MONTH END

CROSS ASSET
  • MONTH END: It should be a non event for Bond extension, albeit some rebalancing flow out of Equities into Govies, but the latter has no connection with Bond extensions.

BARCAP Bonds

  • US TSYS: +0.05yr (small)
  • EU Govies: +0.08yr (small, average)
  • UK Govies: +0.02yr (tiny, non event)

FX: Citi

  • They see USD sell signal present against all currencies.
  • They add that the poor Yen performance may mean foreign investors need to buy JPY to reduce hedges, helping the USD/JPY sell signal to be the strongest among major currencies in October

Equities Citi:

  • On asset rebalancing, their model points to a rotation out of equities and into fixed income this month
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