China Economic Activity and Policy Tracker: Oct 16

In this note, we update four sets of high-frequency indicators that we track: 1) consumption and mobility; 2) production and investment; 3) other macro activity; and 4) markets and policy. To track closely the impact of higher energy price supply shock on Chinese economic activity, we now publish our tracker on a weekly basis. Over the past week, 30-city primary-market property transactions rebounded but stayed below the year-ago level, while 16-city secondary-market transactions recovered to around last year's level;