摩根大通：中国替代数据追踪图表集_运往美国的集装箱航运全面复苏，政府债券发行强劲

Asia Pacific Economic Research 03 July 2025 China alt-data trackers chartpack (Series 38) Full recovery in container shipping to US, govt bond issuance strong As we head into 2H and wait for the official June activity data, we update our alt-data trackers to gauge near-term activity and policy delivery momentum. Key takeaways are below (vs last update on 16 June). Net government bond issuance under TSF (ex. refinancing LGB) 0 10 20 30 40 50 60 70 Jan Feb Mar Apr May Jun 2025 2024 2023 2022 2021 2020 2019 % ...