China

14

Oct 2026
China’s September CPI rises 0.9% year on year, undershooting forecasts and testing inflation outlook

China’s September CPI rose 0.9% year-on-year, missing forecasts, signaling softer inflation pressures and uncertain outlook.

13

Oct 2026
China’s central bank extends gold buying spree as imports surge and US Treasury holdings slide

China boosts gold reserves and imports, cutting Treasuries to reduce dollar reliance, supporting bullion and inflation hedges.

12

Oct 2026
Gold steadies near $4,215 on ETF inflows, China buying and Middle East risks ahead of US CPI

Gold holds near $4,215 as ETF inflows surge, China buys, tensions rise; US inflation data awaits.

12

Oct 2026
PBoC sets firmer USD/CNY fixing, signalling near-term tolerance for renminbi trading band

PBoC set USD/CNY fixing at 6.7313, stronger than Friday, signalling tolerance; tools, mandate, governance outlined.

10

Oct 2026
PBOC rebuffs yuan undervaluation claims as EU trade talks focus on exchange-rate imbalance

PBOC rejects yuan undervaluation claims, cites competitiveness, amid EU talks; reserves dip, and IMF reporting begins 2027.

10

Oct 2026
China’s exports and factory gauges rebound, lifting industrial metals and yuan-linked derivative outlook

China’s exports surge, PMIs rebound above 50, and rising input costs lift commodities, yuan, and equities.

10

Oct 2026
China’s central bank defends yuan policy as EU trade talks intensify and appreciation bets build

China defends yuan policy in EU talks, signals limited concessions; traders eye stronger CNY and EUR/CNY downside.

10

Oct 2026
CTAs cover gold shorts as ETF inflows revive, fuelling bullish outlook through 2027

CTAs cover gold shorts, boosting prices as ETF inflows surge; geopolitical and fiscal risks support bullish outlook.

9

Oct 2026
China Set to Resume Refined Fuel Exports in October, Easing Tight Diesel and Petrol Markets

China plans to resume refined fuel exports in October, adding supply and potentially pressuring global crack spreads.

9

Oct 2026
European Bonds Buckle as France Unrest and China EV Trade Row Weigh on Euro

European debt markets wobble amid French unrest; China EV export clash fuels volatility, euro weakness, hedging strategies.

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