At a glance: Goldman expects ~70k payrolls, in line with consensus Two Fed cuts priced; first expected around late April 70k–100k seen as equity-friendly outcome …
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 …