There are three developments to note today. First, the lack of hostilities in the Middle…
China Has Need for Urgent Stimulus
Q2 GDP and the June partial data highlighted (yet again) aggregate growth’s reliance on external…
china
China June 2026 CPI +1% y/y (expected 1.2%, prior 1.2%)
China inflation data, June 2026. I’ll have more to come on this separately. CPI 1.0%…
China extends gold buying spree as reserves climb for a 20th straight month
China gold reserves at the end of June 2026: 75.44 million troy ounces In May…
China services growth eases slightly as export orders hit 20-month high
The pullback from 54.4 to 54.1 is marginal enough that it shouldn’t shift the broader…
EU Seeks New Balance in Relationship with China
The EU and China have a strong reciprocal trade relationship, with impressive flows of goods…
China Stocks Track Wall Street Declines
The Shanghai Composite Index edged down 0.2% to 4,154 on Tuesday, while the Shenzhen Component…
China Finance Ministry says to impose measures on 46 US firms in government procurement
China Finance Ministry said on Monday that officials to impose measures on 46 US firms…
New York Times: China set to keep shaping oil prices as it holds back on imports
China’s sharp pullback in crude purchases has acted as a de facto shock absorber for…
China data May 2026: Industrial output +4.5% y/y (expected +4.2%)
High risk warning: Foreign exchange trading carries a high level of risk that may not…
China May CPI 1.2% y/y (expected 1.3%) and -0.1% m/m (expected -0.2%)
The sharp acceleration in PPI is the notable number here, and it carries direct implications…
China Forex Reserves Highest Since 2015
China’s foreign exchange reserves rose by USD 31.7 billion in May 2026 to USD 3.442…
Weekly Summary: Can AI Challenge Bloomberg Terminal?; China Cuts Off Offshore Brokers
AI tools marketed as “Bloomberg killers” can imitate parts of the terminal experience, but they…
China Just Gave Offshore Brokers Two Years to Exit the Mainland
China’s securities regulator has set a two-year deadline to close the cross-border channel that let…
Geopolitical news: China, Iran, NATO, and chip shortage
Recent headline news has been full of different geopolitical headlines: Two rockets have been launched…
Tiger Brokers Parent Swings to Loss as China Penalty Wipes Out Its Profit
UP Fintech Holding, the company behind the Tiger Brokers app, fell into the red in…
Asia FX, dollar subdued amid Iran ceasefire uncertainty; China mixed PMI in focus
Asia FX, dollar subdued amid Iran ceasefire uncertainty; China mixed PMI in focus SOURCE LINK…
China Factory Activity Stagnates
China’s official NBS Manufacturing PMI slipped to 50.0 in May 2026 from 50.3 in April,…
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