China optimism fades on weak data print

The Nasdaq just posted its worst week since Liberation Day amid growing doubts over AI momentum. Capital rotated into bonds, with the US 10-year Treasury yield recording its biggest weekly decline since February, despite firm inflation data. Meanwhile, the ongoing earnings season ...  Show more

China's Golden Week is often viewed as a pulse check on the health of the world's second-largest economy. This year, the results have reignited debate over consumer confidence, policy stimulus and the outlook for growth. In this episode, we examine what the latest Golden Week tre ...  Show more

China once again misses consensus estimates on three of their latest data releases today, showing weakness in retail sales, industrial production, fixed asset investment, as well as a record high 20% youth unemployment rate.Given the deluge of macro data out of China so far this ...  Show more

China's economy has been having a tough time. The latest growth figures show the slowest pace of expansion in more than a year. Consumer spending is weak and the property slump is ongoing. The official target of growing the economy by 5% a year is still within reach - thanks to a ...  Show more

In China, data on the economy is sometimes difficult to come by. The Chinese government has put a pause on releasing some of its official economic data. But many of the stories emerging from the country paint a clear picture: the second largest economy in the world is struggling. ...  Show more

The Chinese economy is in a slump. Industrial production is down. Retail sales are down. The property industry continues to struggle. The People's Bank of China just did a surprise rate cut. So what's driving the decline and what can the government do about it? On this episode of ...  Show more