China’s largest export will be inflation

I think that China’s Producer Price Index is in the last months of this advance.

While I can see this index register a reading of 7.6%, extrapolating them much higher than that is folly.

More importantly, I expect China’s PPI to settle and spend time at a higher level than normal.

This is one illustration of how China will be an exporter of inflation.

November 10, 2026

rob@karriasset.com.au