Logo 21 Apr 2023

Show me the money (supply)

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Trivium Markets keeps you briefed on the latest developments in China markets policy.

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On Thursday, the central bank (PBoC) attempted to address the mystery of diverging money supply data.
TLDR: Nothing to worry about, folks!
The mystery: Bank lending has surged this year, which should mean fast money supply growth.

However, growth in M1 – which includes cash and demand deposits – ha...