Energy-driven input costs keep rising faster than Chinese consumer prices, so Chinese manufacturers will increasingly pass the squeeze abroad through export prices, turning China from a source of goods deflation into a source of goods inflation for its trading partners.
weakening · confidence 34 · Emerging (watchlist) · tracking since November 9, 2026 · updated November 12, 2026
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Now 34 · -2 since Nov 11 · ranged 34 to 36
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China's October producer prices rose 5.7%, the fastest since June 2022, while consumer inflation slowed to 0.7% and core to 0.8%. That widens the energy-driven gap between factory-gate and domestic consumer prices, so Chinese manufacturers have more reason to push costs abroad through export prices.
Supporting · November 9, 2026
China's producer prices rise 5.7% in October, the fastest pace since June 2022, as consumer inflation slows to 0.7%
China's October producer prices rose 5.7%, the fastest since June 2022, while consumer inflation slowed to 0.7% and core to 0.8%. That widens the energy-driven gap between factory-gate and domestic consumer prices, so Chinese manufacturers have more reason to push costs abroad through export prices.
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