JPMorgan Economist Zhu Sees 'Benign' Inflation Environment in China

The video discusses economic expectations, focusing on CPI and PPI trends, and the inflation environment. It highlights policy challenges facing China, including trade talks and fiscal adjustments. The discussion also covers corporate debt issues and the shift from monetary to fiscal policy, emphasizing the constraints on monetary easing and the potential impact of fiscal measures.

What are the expectations for the CPI and PPI in the coming months?

How does the current inflation environment compare to previous years?

What are the two biggest uncertainties facing China's economy currently?

What implications does the weaker economic momentum have for policy stimulus in China?

In what ways might the fiscal policy adjustments differ from past policy easing?