No end in sight to the latest round of Chinese debt with October leading at 690tr yuan for banks and 1.42tr for total social financing:
New loans are thumping along:
The rolling annual says it all:
Non-bank finance is back big but it’s not so much shadow these days as it is bonds:
M2 fell away a bit:
But broad credit keeps on keeping on:
No waning of building in this data.