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China’s January Inflation Misses Forecasts as Factory-Price Deflation Eases Slightly

The softer consumer reading highlights weak demand despite Lunar New Year seasonality.

Overview

  • China’s consumer price index rose 0.2% year over year in January, below the 0.4% increase expected in a Reuters poll, and was up 0.2% on the month after a 0.8% annual gain in December.
  • Producer prices fell 1.4% from a year earlier, a slightly smaller decline than the 1.5% drop expected and an improvement from December’s 1.9% fall.
  • Factory-gate deflation has persisted for more than three years, reflecting ongoing pressure on manufacturers from weak domestic demand and excess capacity.
  • Seasonal holiday spending and higher food prices typically bolster January inflation, yet the lift proved limited, pointing to subdued pricing power.
  • China’s central bank reiterated it would maintain appropriately loose monetary policy to support the economy and guide prices toward a reasonable recovery.