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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Carney Seeks China Tariff Relief as Canada-U.S. Risks Rise
Carney’s Beijing trip targets easing China’s counter-tariffs while EV tariffs and USMCA review constrain concessions.
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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.
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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.
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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.
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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.
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Nigeria Says 2025 Reforms Are Driving Foreign Inflows
Officials cite nearly $14bn inflows, rising non-oil exports, and SEZ gains, but warn portfolio dependence.
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