China’s Record $1.189T 2025 Surplus Fuels Tariff Risks
Exports rose 5.5% despite weak domestic demand, heightening fears of new barriers and probes in 2026.
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Necessities Inflation Deepens K-Shaped Consumer Spending Split
Rising grocery, utility, and health-care costs squeeze lower incomes as top earners keep travel and dining spend strong.
December CPI Holds at 2.7% as Necessities Climb
Grocery, gas, and electricity costs rose as shutdown data quirks complicate readings, keeping the Fed cautious.
China Export Controls, Demand Push Shift Markets
China’s 2026 agenda spotlights export controls and domestic demand, while Australia and Nigeria data reshape policy expectations.
Nigeria Says 2025 Reforms Are Driving Foreign Inflows
Officials cite nearly $14bn inflows, rising non-oil exports, and SEZ gains, but warn portfolio dependence.
November Spending Surge Puts RBA Back in a Tight Spot
ABS data showed demand resilience and Black Friday pull-forward, reviving February hike talk and pushing out cuts.
China Bets on Domestic Demand as Fiscal Strains Persist
Beijing is prioritizing consumption via services and social coverage, but local funding strains may slow follow-through.
China’s 2026 Playbook Makes Export Controls a Market Catalyst
Commerce Ministry scrutiny, highlighted by Meta’s Manus review, raises execution risk and discounts for cross-border tech M&A.
Jobs Cool, CPI Steady, March Cut Back in Focus
Cooling hiring and tariff uncertainty meet steady 2.7% CPI, fueling risk rally and March-cut hopes.
Tariffs Mute Inflation but Weaken Hiring as Uncertainty Lingers
With unemployment at 4.4% and manufacturing down 70,000 jobs since April, a Supreme Court ruling may reset sentiment.