All china articles
-
AnalysisChart watch: cooling US job market, China’s record trade surplus, Venezuela’s oil reserves
US jobs data points to a slowdown, and the outlook for euro-area growth is dull
-
AnalysisMacro focus: demand for rare earths to rise as countries increase protectionist measures
China’s sudden imposition of sweeping restrictions on rare earth exports took place alongside violent moves in stock markets
-
AnalysisFixed income, rates, currencies: markets shrug off the uncertain macro picture
The rising unemployment rate suggests all is not well in the US economy, but the rest of the world – namely China – is getting on with it
-
AnalysisDeepSeek and beyond: how China can crash America’s AI party
China’s equity markets have rallied over the past few months, triggered by the release of DeepSeek’s open-source AI model
-
AnalysisChart watch: Buffet Indicator, inflation expectations, gloomy German corporates
Manufacturing is expanding in the US, bond market volatility is lower, but sentiment is deteriorating in Germany, the UK and China
-
AnalysisChart watch: US dollar down 10% YTD, China faces deflation, Europe and EM rejoice
As domestic macro imbalances reach record highs, the economies of the US, China and euro-zone diverge
