Monthly Archives: September 2025
China’s inflation declined further, with CPI down 0.4% year-on-year despite stimulus measures struggling to help

Written on September 10, 2025 at 1:48 am, by
China’s August CPI and PPI data highlight deepening deflation and ongoing struggles with overcapacity and involution.
The PBOC established the USD/CNY midpoint at 7.1062, lower than the expected 7.1359

Written on September 10, 2025 at 1:18 am, by
PBOC sets USD/CNY midpoint at 7.1062, below market estimate, within managed 2% fluctuation range.
The PBOC plans to establish the USD/CNY reference rate at 7.1359, according to estimates

Written on September 10, 2025 at 12:48 am, by
The PBOC sets the yuan’s daily midpoint, guiding currency trading within a 2% fluctuation band.
Despite missing forecasts, Oracle’s stock jumped 26% due to impressive cloud growth projections and contracts
Written on September 10, 2025 at 12:48 am, by
Oracle stock surged after-hours despite earnings miss, driven by strong cloud growth and massive new contracts.
Chinese insurers have increased equity investments greatly, aiding market stability and attracting further inflows

Written on September 10, 2025 at 12:18 am, by
Chinese insurers boost equity investments, responding to regulatory support and low bond yields, enhancing market liquidity.
After a strong Q2, Deutsche Bank increased the S&P 500 target to 7,000 and 2025 EPS to $277

Written on September 10, 2025 at 12:18 am, by
Deutsche Bank raises 2025 S&P 500 earnings forecast to $277, citing strong growth and corporate resilience.
The U.S. President is urging the EU to implement high tariffs on Chinese and Indian products

Written on September 9, 2025 at 11:48 pm, by
Trump urges EU tariffs on China, India to pressure Russia, aims to shift global energy alliances.
Japan’s manufacturing confidence reached a three-year high, while services index improved alongside economic growth

Written on September 9, 2025 at 11:48 pm, by
Japanese manufacturers’ confidence hit a three-year high in September, boosted by a recent U.S. tariff agreement.
Stock in Oracle climbs 27% after the company projects cloud orders exceeding $500 billion

Written on September 9, 2025 at 11:18 pm, by
Oracle forecasts Oracle Cloud revenue to exceed $500B, driven by AI integration and major client deals.
The National Australia Bank anticipates the Fed will initiate rate cuts beginning in September, expecting 125bps total by 2026

Written on September 9, 2025 at 10:48 pm, by
NAB expects a September rate cut as Fed balances inflation, labor market risks, and political pressures.