China December data

(Q4 GDP is on another post, up 6.8% y/y beating expectations of 6.7%)

December Industrial Production 6.0% y/y MISS

  • expected 6.1%, prior was 6.2%

December industrial production YTD 6.0% y/y

  • expected 6.0%, prior was 6.0%

December Fixed Assets (excluding rural) YTD 8.1% y/y, MISS

  • expected 8.3%, prior was 8.3%
  • At 8.1% it's the slowest growth since 1999
  • Private sector fixed asset investment up 3.2% in 2016

December Retail Sales 10.9% y/y BEAT

  • expected 10.7%, prior was 10.8%

December Retail Sales YTD 10.4% y/y,

  • expected 10.4%, prior was 10.4%

I've posted comments at the GDP post (link above)