China’s industrial output delivered a surprise on the upside, largely due to strong export performance, but the housing market is still down.
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If the PAFACA Act passes the Senate Commerce Committee, the fate of TikTok will be in the hands of Senate majority leader Chuck Schumer.
China’s CPI rebound is good news, but it was largely a result of the Chinese New Year effect; it is still too early to say that what we are seeing is reflation.
The GDP growth target and fiscal measures laid out in this year’s government work report were largely expected by the market.
The A-share market has bounced back thanks to intervention from Beijing, but bond yields are still falling to new lows.
The prices of Chinese exports fell last year, causing export value to drop despite China selling more products.
Trump’s reelection would trigger another round of escalatory economic warfare with China, characterized by tariff hikes and expansive decoupling.
Most of China’s provinces have cut their GDP growth targets further this year, as many of last year’s targets proved too ambitious.
China’s anti-corruption campaign reached record levels of activity in 2023, and president Xi has set the tone for an even stronger campaign in 2024.
Long-term Chinese government bonds have been in a bull run, with yields falling to all-time lows as the stock market has tanked.