string(13) "markets-macro"

Macro

May 12, 2022

Data denial, take two

Today, news broke that the Biden administration has drafted an executive order to block US competitors from accessing the personal data of American citizens. Recap: Last year, former president Donald Trump tried to use his executive powers to ban Tiktok and WeChat from operating in the United States… Username Password Remember Me Forgot… Read More »

Today, news broke that the Biden administration has drafted an executive order to block US competitors from accessing the personal data of American citizens.
Recap: Last year, former president Donald Trump tried to use his executive powers to ban Tiktok and WeChat from operating in the United States...

sources

SCMP: Joe Biden eyes new ways to bar China from scooping up US data

May 12, 2022

Is the price right?

Yesterday, China’s market regulator (SAMR) published another super interesting article exploring algorithmic price discrimination. Recap: This article was released as part of an ongoing series of public discussions SAMR is having on the topic. More recap: Over the past year, multiple policie…

Yesterday, China’s market regulator (SAMR) published another super interesting article exploring algorithmic price discrimination.
Recap: This article was released as part of an ongoing series of public discussions SAMR is having on the topic.
More recap: Over the past year, multiple policie...

sources

SAMR: “大数据杀熟”背后：涉嫌构成歧视的因子及方式

May 12, 2022

You’ve got a friend

The platform economy has an ally in Premier Li Keqiang. Yesterday, the WSJ reported that Premier Li has been one of the driving forces pushing back on Xi Jinping’s hardline policies, such as zero COVID and the crackdown on big tech. And he’s not the only one: “In feedback gathered recently by…

The platform economy has an ally in Premier Li Keqiang.
Yesterday, the WSJ reported that Premier Li has been one of the driving forces pushing back on Xi Jinping’s hardline policies, such as zero COVID and the crackdown on big tech.
And he’s not the only one:

“In feedback gathered recently by...

sources

WSJ: China’s Forgotten Premier Steps Out of Xi’s Shadow as Economic Fixer

May 12, 2022

Study warns dire consequences for abandoning Zero-COVID

On Tuesday, WHO Director-General Tedros Adhanom Ghebreyesus publicly voiced disapproval of China’s zero-COVID policy at a press briefing (SCMP 1): “We don’t think that it is sustainable considering the behavior of the virus.” “I think a shift would be very important.” Tedros’s advice will fall on…

On Tuesday, WHO Director-General Tedros Adhanom Ghebreyesus publicly voiced disapproval of China's zero-COVID policy at a press briefing (SCMP 1):

“We don’t think that it is sustainable considering the behavior of the virus.”
“I think a shift would be very important.”

Tedros's advice will fall on...

sources

Nature: Modeling transmission of SARS-CoV-2 Omicron in China

SCMP: WHO chief says China’s zero-Covid policy not ‘sustainable’

SCMP: Removing China’s Covid controls could result in 1.5 million deaths, study warns

May 12, 2022

Premier Li wants more jobs and infrastructure

On Wednesday, Premier Li Keqiang chaired the weekly State Council executive meeting, where he focused on efforts to stabilize the economy. Li had a fair bit to say about two other top-of-mind issues: Jobs and infrastructure. Some context: Shaky employment numbers fueled by harsh COVID-related lockdo…

On Wednesday, Premier Li Keqiang chaired the weekly State Council executive meeting, where he focused on efforts to stabilize the economy.
Li had a fair bit to say about two other top-of-mind issues: Jobs and infrastructure.
Some context: Shaky employment numbers fueled by harsh COVID-related lockdo...

sources

Gov.cn: 李克强主持召开国务院常务会议要求财政货币政策以就业优先为导向稳住经济大盘等

May 12, 2022

The water is rising

On Wednesday, Premier Li Keqiang did what Premier Li Keqiang does, presiding over the weekly State Council executive meeting. Priorities number one, two, and three: Stability, stability, stability. How times have changed: There was a time, not long ago, when Li used these weeklies as a platform to p…

On Wednesday, Premier Li Keqiang did what Premier Li Keqiang does, presiding over the weekly State Council executive meeting.
Priorities number one, two, and three: Stability, stability, stability.
How times have changed: There was a time, not long ago, when Li used these weeklies as a platform to p...

sources

Gov.cn: 李克强主持召开国务院常务会议要求财政货币政策以就业优先为导向稳住经济大盘等

May 12, 2022

Sometimes, it’s what you don’t say

The US State Department has removed some key language from its official stance on Taiwan. On May 5, the State Department made an eyebrow-raising update to its Taiwan “fact sheet” outlining Washington’s relations with Taipei. Specifically, the updated document omitted two crucial phrases (US State De…

The US State Department has removed some key language from its official stance on Taiwan.
On May 5, the State Department made an eyebrow-raising update to its Taiwan “fact sheet” outlining Washington’s relations with Taipei.
Specifically, the updated document omitted two crucial phrases (US State De...

sources

US State Department: U.S. Relations With Taiwan

MoFA: Foreign Ministry Spokesperson Zhao Lijian’s Regular Press Conference on May 10, 2022

SCMP: China-US relations: Washington says it is still against Taiwan independence despite ‘fact sheet’ change

May 12, 2022

Xi comes in for criticism

It’s not been a good few months for Xi Jinping. The economy is in the sh***er. His much ballyhooed zero-COVID policy is increasingly unpopular after the mess in Shanghai. His tacit support for Russia’s invasion of Ukraine is serving to harden anti-China sentiments in the West. That’s not a great r…

It’s not been a good few months for Xi Jinping.

The economy is in the sh***er.
His much ballyhooed zero-COVID policy is increasingly unpopular after the mess in Shanghai.
His tacit support for Russia’s invasion of Ukraine is serving to harden anti-China sentiments in the West.

That’s not a great r...

sources

WSJ: China’s Forgotten Premier Steps Out of Xi’s Shadow as Economic Fixer

May 12, 2022

Simplify the KPI

Many officials and economists are weighing in on the causes of China’s economic slowdown. Amidst the chorus of opinions, there is one voice we always listen to – that of Yang Weimin. Why Yang matters: Yang was Liu He’s deputy at the Party’s top economic policy making body, the Central Financial and …

Many officials and economists are weighing in on the causes of China's economic slowdown.
Amidst the chorus of opinions, there is one voice we always listen to – that of Yang Weimin.
Why Yang matters: Yang was Liu He’s deputy at the Party’s top economic policy making body, the Central Financial and ...

sources

Sina: 经济增速从4.8%到落实全年5.5%的目标，现在急需做些什么？

May 11, 2022

Beijing releases digital economy promotion regulations

On Saturday, the Beijing municipal government released draft regulations for promoting the city’s digital economy. The quick version: The regulations require local government bureaus to do their part to make Beijing a powerhouse for digital industry. To start with, that means making sure r…

On Saturday, the Beijing municipal government released draft regulations for promoting the city’s digital economy.
The quick version: The regulations require local government bureaus to do their part to make Beijing a powerhouse for digital industry.
To start with, that means making sure r...

sources

eChina Gov: 北京市数字经济促进条例（征求意见稿）

May 11, 2022

FDI to the rescue

On Tuesday, China’s macro-planner (NDRC) and the Ministry of Commerce published a draft for public comments of the revised catalogue of industries where foreign investment is encouraged. The big news (Gov.cn 1): The expanded list added 238 entries to the 2020 version. A key focus is promoting inves…

On Tuesday, China's macro-planner (NDRC) and the Ministry of Commerce published a draft for public comments of the revised catalogue of industries where foreign investment is encouraged.
The big news (Gov.cn 1):

The expanded list added 238 entries to the 2020 version.
A key focus is promoting inves...

sources

Gov.cn: 国家发展改革委商务部关于《鼓励外商投资产业目录（2022年版）（征求意见稿）》公开征求意见的通知

Gov.cn: 中华人民共和国国家发展和改革委员会中华人民共和国商务部令

Gov.cn: 国新办举行第七次全国人口普查主要数据结果发布会

Gov.cn: 国务院关于东北全面振兴“十四五”实施方案的批复

May 11, 2022

Are you there, ‘Cron? It’s me, Xi.

Xi Jinping wants to check in to see how that whole European strategic autonomy thing is going. On Tuesday, Xi held a call with French President Emmanuel Macron…again. ICYMI: The pair last spoke two weeks ago following Macron’s re-election to the French presidency. As on their previous call, Xi urged…

Xi Jinping wants to check in to see how that whole European strategic autonomy thing is going.
On Tuesday, Xi held a call with French President Emmanuel Macron…again.
ICYMI: The pair last spoke two weeks ago following Macron’s re-election to the French presidency.
As on their previous call, Xi urged...

sources

MoFA: President Xi Jinping Speaks with French President Emmanuel Macron on Phone

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