Monthly Archives: September 2025
Trade discussions between the US and China revealed economic concerns, while Chinese data disappointed markets
Written on September 15, 2025 at 3:48 am, by
U.S.–China trade talks resume in Madrid, addressing TikTok, tariffs, and economic data amid market reactions.
A seasoned portfolio manager champions bitcoin, significantly increasing investments while contrasting it with gold’s value
Written on September 15, 2025 at 3:18 am, by
Capital Group shifts stance, investing heavily in bitcoin as Mark Casey touts it surpassing gold’s value.
The National Bureau of Statistics acknowledged operational challenges for firms amid a difficult external environment
Written on September 15, 2025 at 2:48 am, by
China’s economy faces challenges with rising unemployment, falling house prices, and slower industrial growth despite efforts.
China’s industrial production grew 5.2% y/y, missing expectations, with retail sales also disappointing
Written on September 15, 2025 at 2:18 am, by
China’s industrial growth slows, investment and retail sales miss forecasts, unemployment rises amid property sector struggles.
In August, house prices in China decreased further, with new and used homes seeing steep declines
Written on September 15, 2025 at 1:48 am, by
China’s property market shows continued strain as new and used home prices drop across major cities in August.
Household savings are shifting to equities in China, driven by active markets and supportive policies
Written on September 15, 2025 at 1:48 am, by
Household savings shift to equities as A-share accounts surge, deposits decline, and trading volume reaches highs.
The PBOC establishes the yuan’s reference rate at 7.1056, exceeding previous estimates and revealing strength
Written on September 15, 2025 at 1:18 am, by
PBOC sets yuan reference rate stronger than expected, signaling policy support and boosting yuan’s recent performance.
Standard Chartered anticipates a 50-bps cut from the Fed in September due to weak employment data
Written on September 15, 2025 at 12:48 am, by
Standard Chartered now expects a 50-point Fed rate cut in September due to weakening labor market data.
The PBOC plans to set the USD/CNY reference rate at 7.1213, as estimated by Reuters
Written on September 15, 2025 at 12:48 am, by
PBOC sets daily yuan midpoint, allowing limited fluctuations; intervenes to ensure stability and guide currency movements.
According to Goldman Sachs, a decline in AI investment may lead to a 20% drop in the S&P 500
Written on September 15, 2025 at 12:18 am, by
Goldman Sachs warns S&P 500 could drop 15–20% if AI investment slows by late 2025.
