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China’s central bank sends dovish sign on liquidity as US Fed firms on rate rise

People’s Bank of China resurrects 14-day reverse repos to inject billions into the banking system

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Yi Gang, Vice-Governor at the People's Bank of China. Photo: SCMP Pictures

China’s central bank has sent a dovish signal on liquidity to calm market concerns, dusting off a policy tool to inject cash into the system amid hints from the US of a rate hike.

People’s Bank of China deputy governor Yi Gang assured the market on Friday that Beijing would keep sufficient liquidity in the banking system with its newly restored 14-day reverse repurchase agreement, a tool to channel funds to banks.

I believe the case for an increase in the federal funds rate has strengthened in recent months
US Federal Reserve chief Janet Yellen

The assurance came hours ­before US Federal Reserve chief Janet Yellen said: “In light of the continued solid performance of the labour market and our outlook for economic activity and inflation, I believe the case for an increase in the federal funds rate has strengthened in recent months.”

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The Fed last raised rates in ­December and another is expected this year, which may draw ­capital back to the United States, draining ­liquidity in other markets, including China.

A surprise return of the 14-day reverse repo on Wednesday caused a stir in China’s interbank market. The PBOC last used the instrument in February amid ­serious capital outflow pressure.

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Observers were divided over whether the 14-day term – longer than the usual seven-day term – signalled a tightening or loosening in monetary policy.

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