string(13) "markets-macro"

Macro

June 1, 2025

Breakdown | The weekly recap

It’s been less than three weeks since the US and China announced a 90-day tariff de-escalation – and already the détente appears to be breaking down before our eyes. At issue: Both sides are already accusing each other of not holding up their end of the bargain. US President Trump stated explicitly… Username Password Remember… Read More »

It’s been less than three weeks since the US and China announced a 90-day tariff de-escalation – and already the détente appears to be breaking down before our eyes.
At issue: Both sides are already accusing each other of not holding up their end of the bargain.

US President Trump stated explicitly...

May 31, 2025

Podcast | Weaponizing supply chains + the real-time breakdown of the Geneva détente

On this week’s Trivium China podcast, host Andrew Polk is joined by his colleagues Kendra Schaefer (Trivium’s head of tech policy) and Ether Yin (Trivium’s head of policy research) to talk through the latest tech controls from the US on China – and China’s likely reaction. The three discuss: The Tr…

The Tr...

May 30, 2025

US to “aggressively” revoke Chinese student visas

Qian Xuesen, we meet again. On Wednesday, US Secretary of State Marco Rubio announced that the US would begin to “aggressively revoke visas for Chinese students, including those with connections to the Chinese Communist Party or studying in critical fields” (SCMP). He also said the US would “revise…

Qian Xuesen, we meet again.
On Wednesday, US Secretary of State Marco Rubio announced that the US would begin to “aggressively revoke visas for Chinese students, including those with connections to the Chinese Communist Party or studying in critical fields” (SCMP).

He also said the US would “revise...

sources

SCMP: US to start ‘aggressively’ revoking visas for Chinese students, Marco Rubio says

AP: Chinese students anxious and angry after Rubio vows to revoke visas

MoFA: 2025年5月29日外交部发言人毛宁主持例行记者会

May 30, 2025

China reportedly set to resume Japanese seafood imports

China and Japan are on the verge of resolving a major source of trade friction. On Friday, Japanese officials announced that the two countries have agreed on the technical requirements to allow Japan to resume seafood exports to China. China customs kept things a bit more vague, but also indicated …

China and Japan are on the verge of resolving a major source of trade friction.
On Friday, Japanese officials announced that the two countries have agreed on the technical requirements to allow Japan to resume seafood exports to China.

China customs kept things a bit more vague, but also indicated ...

sources

Customs: 中方应约同日方就日本水产品安全问题进行新一轮技术交流

Kyodo: China agrees to begin steps to resume Japanese seafood imports: Tokyo

Nikkei: Japan and China agree on procedures for resuming seafood imports

May 30, 2025

Beijing issues guidelines on pricing environmental resources

Beijing wants to use market forces to drive greener, more efficient development. On Thursday, the Party Central Committee and the State Council published high-level guidelines to promote the “market-based allocation” of water use and pollution discharge rights. The goal: Ensuring major polluters and…

Beijing wants to use market forces to drive greener, more efficient development.
On Thursday, the Party Central Committee and the State Council published high-level guidelines to promote the “market-based allocation” of water use and pollution discharge rights.
The goal: Ensuring major polluters and...

sources

Gov.cn: 中共中央办公厅国务院办公厅关于健全资源环境要素市场化配置体系的意见

Gov.cn: 引导资源环境要素有序流动、优化配置、提高效率——国家发展改革委有关负责人就《关于健全资源环境要素市场化配置体系的意见》答记者问

May 30, 2025

The 2024 data data dump

What happened: The results of the 2024 National Data Survey – conducted by the National Bureau of Statistics (NBS) – are in. The survey compiles information on China’s datasphere and computing power ecosystem. The numbers show that China is producing ever-greater amounts of data: In 2024, China …

What happened: The results of the 2024 National Data Survey – conducted by the National Bureau of Statistics (NBS) – are in.

The survey compiles information on China's datasphere and computing power ecosystem.

The numbers show that China is producing ever-greater amounts of data:

In 2024, China ...

sources

NDRC: 人民日报海外版 | 数据资源“大摸底”：新增人工智能、大模型、低空经济等热点领域指标

May 29, 2025

Beijing shifts development zone focus to “new quality productive forces” amid FDI slump

On May 21, the Ministry of Commerce (MofCom) unveiled a new blueprint for reforming China’s National Economic and Technological Development Zones. ICYDK: These zones – descendants of Deng Xiaoping’s original Special Economic Zones – have been a mainstay of China’s opening-up strategy since the 1980s…

On May 21, the Ministry of Commerce (MofCom) unveiled a new blueprint for reforming China’s National Economic and Technological Development Zones.
ICYDK: These zones – descendants of Deng Xiaoping’s original Special Economic Zones – have been a mainstay of China’s opening-up strategy since the 1980s...

sources

MofCom: 商务部关于印发《深化国家级经济技术开发区改革创新以高水平开放引领高质量发展工作方案》的通知

SCIO: 国新办举行国务院政策例行吹风会介绍深化国家级经济技术开发区改革创新有关举措

May 29, 2025

SHFE wants to open up to foreign traders

China’s top commodities futures exchange is moving to significantly expand access for foreign investors. On Tuesday, the Shanghai Futures Exchange (SHFE) – which primarily trades metals – released 34 proposed changes to rules on market access, trading, settlement, and risk management, with the goal …

China’s top commodities futures exchange is moving to significantly expand access for foreign investors.
On Tuesday, the Shanghai Futures Exchange (SHFE) – which primarily trades metals – released 34 proposed changes to rules on market access, trading, settlement, and risk management, with the goal ...

sources

SHFE: 关于就上海期货交易所业务规则国际化草案公开征求意见的公告

Reuters: Shanghai Futures Exchange to open wider for foreigners in bid to internationalise renminbi

May 29, 2025

BYD’s aggressive price cuts ignite industry-wide price war

New energy vehicle (NEV) market leader BYD’s steep recent price cuts have triggered a massive escalation in China’s auto industry price war. On Monday, Geely responded to BYD’s cuts with 10–18% discounts on seven NEVs that compete directly with BYD’s top-selling models. Major OEMs including Chery, …

New energy vehicle (NEV) market leader BYD’s steep recent price cuts have triggered a massive escalation in China’s auto industry price war.
On Monday, Geely responded to BYD’s cuts with 10–18% discounts on seven NEVs that compete directly with BYD’s top-selling models.

Major OEMs including Chery, ...

sources

Shanghai Securities News: 比亚迪“掀桌子”！奇瑞、吉利应战

CPCA: 全国乘用车市场2025年4月末库存350万辆、库存57天

May 29, 2025

MofCom reportedly signals softening of REE export controls for EU semiconductor companies

Beijing wants to reassure European firms that they aren’t the target of China’s new export controls on rare earth elements (REEs). On Wednesday, state-run media outlet China Daily reported that the commerce ministry (MofCom) is exploring how to ease the impacts of REE export controls on European fir…

Beijing wants to reassure European firms that they aren't the target of China's new export controls on rare earth elements (REEs).
On Wednesday, state-run media outlet China Daily reported that the commerce ministry (MofCom) is exploring how to ease the impacts of REE export controls on European fir...

sources

MofCom: 中欧半导体上下游企业座谈会在京召开

China Daily: 知情人士：商务部加强稀土出口管制政策宣讲或预示放松对欧芯片企业出口

Sina Finance: 中欧半导体上下游企业座谈会召开，半导体产业ETF(159582)涨超1%，连续3天净流入

May 29, 2025

US restricts EDA software sales to China, re-raising US-China tensions

What happened: The FT is reporting that the Trump administration has directed US companies providing electronic design automation (EDA) software to halt sales to Chinese firms in a further effort to constrain China’s chip development capabilities. The US Department of Commerce’s Bureau of Industry…

The US Department of Commerce’s Bureau of Industry...

sources

Financial Times: Donald Trump orders US chip software suppliers to stop selling to China

May 29, 2025

MIIT releases digitization plan for electronics manufacturing industry

What happened: On May 28, the industrial ministry (MIIT) and two other bodies released a plan to promote digital transformation in the electronics manufacturing sector – an extremely broad space that includes everything from semiconductors to consumer devices. ICYDK: This is the latest in a series o…

sources

MIIT: 工业和信息化部国家发展改革委国家数据局关于印发《电子信息制造业数字化转型实施方案》的通知

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