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Anna Wong highlights that recent earnings reports, referred to as the Orange Book, are suddenly signaling weakness in China this quarter.
She points to this as an emergent trend that may warrant further attention for investors tracking developments in the region.
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Wong has previously observed core CPI and labor costs pointing to 2 percent inflation, noting an atypical gap with PCE that calls for broader analysis in her report on inflation measures. In a separate article, she covered Williams's differing view on inflation compared to his staff and expressed agreement with his outlook. Her latest attention to Chinese earnings adds to her ongoing monitoring of economic signals.