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.
2 min read
Latest
Fresh coverage on the economy, markets, and the forces moving money.
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.
2 min read
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.
2 min read
Nigeria Says 2025 Reforms Are Driving Foreign Inflows
Officials cite nearly $14bn inflows, rising non-oil exports, and SEZ gains, but warn portfolio dependence.
2 min read
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.
2 min read
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.
2 min read
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.
2 min read