Updated
Updated · Bloomberg · Apr 30
Goldman Sachs and Nomura delay China monetary easing forecasts
Updated
Updated · Bloomberg · Apr 30

Goldman Sachs and Nomura delay China monetary easing forecasts

9 articles · Updated · Bloomberg · Apr 30
  • Nomura now expects China’s next rate cut in 2027, while Goldman Sachs has removed its 2026 RRR cut forecast.
  • Both banks previously anticipated monetary easing this year, but shifted outlooks as Chinese leaders signal confidence in economic growth and see little need for further stimulus.
  • Other major global banks have similarly revised their forecasts, reflecting a broader consensus that China’s central bank will maintain its current policy stance in the near term.
Why are global banks suddenly so optimistic about China's economy while the IMF remains cautious?
With Moody's upgrading its outlook, has China finally overcome its property market and deflation risks?
China's economy is booming, so why did its central bank just drain liquidity for the first time in a year?
With stimulus off the table, can China’s tech-focused plan alone sustain its ambitious 5% growth target?
Is China's economy truly resilient, or is the strong first-quarter data just a temporary illusion?
As Beijing prioritizes self-reliance, which foreign industries are most at risk from China's tech ambitions?