Summary: China restricts rare-earth and magnet exports to Japan Move linked to Japan PM’s Taiwan-related remarks Restrictions extend beyond defence sector Nomura estimates $17bn potential …
Summary: China CPI rose 0.8% y/y, fastest since Feb 2023 Monthly CPI beat expectations at +0.2% PPI fell 1.9% y/y, easing but still deflationary Core …
Just a post noting this data release. I’ll be back with detail in a separate post. China December 2025: CPI 0.8% y/y, close to a …
The People’s Bank of China (PBOC), China’s central bank, is responsible for setting the daily midpoint of the yuan (also known as renminbi or RMB). …
At a glance: Commerzbank says UK-EU rapprochement optimism is premature Single-market access would require slow, conditional concessions Danske Bank sees sterling’s recent gains as overdone …
The People’s Bank of China is due to set the daily USD/CNY reference rate at around 0115 GMT (2115 US Eastern time), a fixing that …
At a glance: Goldman stays modestly pro-risk for 2026, but expects lower returns than recent years Tailwinds shift: less monetary impulse, more fiscal/regulatory support AI …