I popped up the data earlier: China data: Q4 GDP 4.5% y/y (expected 4.4%), Dec retail sales +0.9% y/y (expected 1.2%) See the screenshot above …
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Summary: Q4 GDP slows to 4.5% y/y, weakest in three years Full-year 2025 growth hits 5.0% target Export strength offsets weak domestic demand Property slump …
Summary: New home prices fall 0.4% m/m, 2.7% y/y in December Annual decline fastest in five months Majority of cities continue to record price falls …
Noting the data, I’ll be back separately with more on all this. Gross Domestic Product for Q4 2025 4.5% y/y is a beat y/y and …
This will be in relation to the snap election expected. Just noting this. Earlier: Japan election raises odds of sales tax cut, bond yields jump …
China December 2025 new home prices -0.4% m/m prior -0.4% -2.7% y/y prior -2.4% China December 2025 used home prices -0.7% m/m prior -0.7% The …
Summary: Japan election boosts chances of consumption tax cut LDP and opposition back temporary removal of food tax 10-year JGB yield hits highest level since …