China is seeing the looming crisis first. As USD starts to break, the RMB rises and puts pressure on exports - the Chinese need to stimulate to transition to a wealthy, consumption-led economy. It’s much harder to adjust an economy upwards than downwards - as we will soon learn. https://t.co/5dNXx2zaZA #ChinaEconomy #RMB #USD #CN
🇨🇳 #China | *#PBOC CONVENES MONETARY POLICY COMMITTEE 3Q MEETING - BBG *PBOC: TO MAKE POLICIES MORE TARGETED *PBOC SAYS TO ADJUST MONETARY POLICY TOOLS AS NEEDED *PBOC VOWS TO ADJUST MONETARY POLICY TOOLS IN A TIMELY MANNER *PBOC: ADVANCE IMPROVEMENT OF MONETARY POLICY OP. #PBOC #MonetaryPolicy #ChinaEconomy #CN
A very constructive discussion with PBOC Governor Pan Gongsheng on the sidelines of the G20 FMCBG meeting. We exchanged views on China’s economic outlook, shifting to a consumption-led growth model, and the role of AI. https://t.co/KrhVkI9x4S #G20 #ChinaEconomy #AI #CN
Updated our forecasts for China's Social Financing. They imply only a gradual increase in the flow of financing for the next 12-month period, which, adding the cyclical downturn in world and European economies, indicates that we are in the midst of a global downturn. https://t.co/HuCz2f7uxC #ChinaEconomy #SocialFinancing #GlobalDownturn #CN #EU
🇨🇳🇺🇸 Wave of US tariff refunds flows back to Chinese firms, buoying profits by millions - SCMP https://t.co/HXoCM3Saaz #USTariffs #ChinaEconomy #TradeRelations #CN #US
🇨🇳 China has just reported 4.3% growth in the second quarter, below expectations. China is producing far better than it is consuming. 1️⃣ Industrial production is still growing, exports remain resilient, and strategic sectors such as semiconductors, industrial robots, batteries, #ChinaEconomy #GrowthForecast #IndustrialProduction #CN
BMW Verkaufszahlen 1. Halbjahr 2026 Minus 4,9 Prozent! China minus unfassbare 30,2 Prozent! https://t.co/rOOujcISLa #BMW #AutoVerkauf #ChinaEconomy
🇨🇳 #China | *PBOC MONETARY POLICY COMMITTEE HOLDS MEETING - BBG *PBOC: CHINA STILL FACES WEAK DEMAND, EXTERNAL SHOCKS *PBOC: TO STEP UP COUNTER, CROSS-CYCLICAL POLICY ADJUSTMENTS *PBOC: ENHANCE TARGETED FOCUS OF POLICIES PBOC: ASSESS BOND MKT PERFORMANCE, MONITOR LONG-TERM YIELDS #PBOC #ChinaEconomy #MonetaryPolicy #CN
“Oil glut” narrative transforming into “I hope China bails out the global oil market” narrative like… https://t.co/GY92nXF7DN #OilMarket #ChinaEconomy #OilGlut #CN
🇨🇳 #China | *#PBOC TARGETS BOOSTING WOMEN'S EMPLOYMENT WITH FINANCE SUPPORT - BBG *PBOC TO EXPAND FINANCING CHANNELS FOR FEMALE ENTREPRENEURS *PBOC SUPPORTS WOMEN-LED COS. IN BOND SALES #PBOC #WomenInFinance #ChinaEconomy #CN
Does Comrade Mao deserve some credit—gulp—for China's rapid economic development? I know, I know: he was responsible for the largest man-made famine in history, catastrophic economic mismanagement, the horrors of the Cultural Revolution, etc. And didn't China's economic takeoff #MaoZedong #ChinaEconomy #CulturalRevolution #CN
⚠ Monday Brief ⚠ 🇺🇸 🇮🇷 The Weekend Reduced Hope of a Quick U.S.-Iran Deal 🇨🇳 Chinese Data Signals Continued Slowdown 🇫🇷 #France To Cut Growth Forecasts ... https://t.co/0lzz5FTDxW #IranDeal #ChinaEconomy #FranceGrowth #USA #IR #CN #FR
🇨🇳 #China’s central bank is shifting liquidity management toward balancing funding supply and demand, rather than simply relying on managing the size of injections, Shanghai Securities News reports. ➡ PBOC is now paying more attention to underlying demand for liquidity and #PBOC #LiquidityManagement #ChinaEconomy #CN
China, while still the world's most energy-intensive economy and leading power consumer, is undergoing significant economic transformations due to a prolonged downturn in its property sector, prompting analysts to revise their models as the services sector rises as the main economic driver and as production in high-end manufacturing, particularly in electric vehicles and renewable energy, continues to expand amidst weakening traditional construction material sectors. #ChinaEconomy #CommoditiesMarket #EnergyTransition #CN #US #EU #AF #ME #LA
China's economic landscape is undergoing significant transformation, as the prolonged weakness in the property sector has shifted demand patterns and employment dynamics, leading to a contraction in construction-related activities and material production, while simultaneously fostering growth in high-end manufacturing sectors like electric vehicles and renewable energy technologies, necessitating a reevaluation of commodity analysis models to accurately reflect these structural changes. #ChinaEconomy #Commodities #EnergyTransition #CN #US #EU #AF #ME #LA
