中國存準率:21.5％ as 5月CPI: 5.5％

2011-6-14 中國人行宣佈調升存準金率0.5%至21.5％歷史新高 as 5月CPI: 5.5％，創34個月新高
推估6月份CPI可能持續走高。

觀察4及5月新增貸款金額，可看出增速持續下降，且5月M1、M2持續回落，後市不排有升息機會，
中國下半年經濟增長將繼續減速，預計中國今年的國內生產總值(GDP)增速為9%-9.5%，



《金融》人行升存準率，日盛葉岦陞：仍有升息機會，但力道趨緩 - Yahoo!奇摩股市

China 2011/12 GDP 9.4/9.2%

2011-5-24
Goldman lower China 2011/12 GDP forecast to 9.4/9.2 percent (from 10/9.5 percent previously) as weaker US growth, higher oil prices and  inflation:

new GDP estimates show a significant slowdown in 2Q11 to 8.0% qoq (significantly below trend), then recovering towards trend in 3Q11 at 9.0% and returning to trend in 4Q11 at 9.3%. This is both a sharper and more extended slowdown than we had previously forecast.

forecasts China CPI yoy to peak in June at 5.6% on yoy terms.. Inflation may remain at more than 5% yoy until August, leading us to raise our 2011 CPI forecast from 4.3% to 4.7%... expect policy inflection sometime in 3Q11 to normalize on the back of monetary policy and a potentially more proactive fiscal stance.





FT Alphaville » Goldman warns of significant China slowdown

中國宣佈存準率調升0.5個百分點至21%

中國加緊收縮貨幣的腳步，再度調升存款準備類金融機構人民幣存款準備率 0.5 個百分點，調升後存準率升至有史以來最高的 21%。
加緊收縮貨幣！人行宣佈存準率調升0.5個百分點 今年第 5 度 - Yahoo!奇摩股市