string(13) "markets-macro"

Macro

May 14, 2025

China’s foreign ministry criticizes UK-US trade deal

Beijing is none too pleased with last week’s US-UK trade deal. Asked about the deal on Wednesday, foreign ministry (MoFA) officials told the Financial Times that: “Cooperation between states should not be conducted against or to the detriment of the interests of third parties” That could spell tro… Username Password Remember Me Forgot… Read More »

Beijing is none too pleased with last week's US-UK trade deal.
Asked about the deal on Wednesday, foreign ministry (MoFA) officials told the Financial Times that:

"Cooperation between states should not be conducted against or to the detriment of the interests of third parties”

That could spell tro...

sources

Financial Times: China attacks UK trade deal with US

White House: General Terms for the United States of America and the United Kingdom of Great Britain and Northern Ireland Economic Prosperity Deal

The Guardian: US-UK trade deal imposes conditions on ownership of British steel plants

May 14, 2025

Xi Jinping meets Brazil’s Lula, declares “golden era” in bilateral relations

Sino-Brazilian relations are on the up and up. On Tuesday, Xi Jinping held talks with Brazilian President Luiz Inacio Lula da Silva, who is in Beijing for a five-day state visit and to attend the China-CELAC Forum. The meeting readout was a love-fest, with Xi describing the relationship as in “a 50…

Sino-Brazilian relations are on the up and up.
On Tuesday, Xi Jinping held talks with Brazilian President Luiz Inacio Lula da Silva, who is in Beijing for a five-day state visit and to attend the China-CELAC Forum.

The meeting readout was a love-fest, with Xi describing the relationship as in "a 50...

sources

Gov.cn: 习近平同巴西总统卢拉会谈

Xinhua: 中华人民共和国和巴西联邦共和国关于强化携手构建更公正世界和更可持续星球的中巴命运共同体，共同维护多边主义的联合声明

China Daily: Beijing, Brasilia vow to jointly defend multilateralism

Gov.cn: Chinese, Brazilian central banks sign MOU to enhance financial strategic cooperation

May 14, 2025

Beijing grants licenses for select rare earth magnet exports

On Tuesday, Reuters scooped that China has granted export permits to four domestic producers of permanent rare earth magnets. The report buoyed market hopes that China would roll back its dual-use export controls on seven rare earth elements (REEs) and associated magnet materials, announced on Apri…

On Tuesday, Reuters scooped that China has granted export permits to four domestic producers of permanent rare earth magnets.

The report buoyed market hopes that China would roll back its dual-use export controls on seven rare earth elements (REEs) and associated magnet materials, announced on Apri...

sources

Reuters: Exclusive: Beijing has issued first rare earth magnet export permits, Volkswagen suppliers on the list

May 14, 2025

New white paper makes AI central to natsec

On Monday, the State Council Information Office released a hefty white paper entitled “China’s National Security in the New Era.” The document outlines China’s thinking on national security writ large. Among many other topics, it addresses how China is thinking about data and AI in a national secur…

On Monday, the State Council Information Office released a hefty white paper entitled "China's National Security in the New Era."

The document outlines China's thinking on national security writ large.
Among many other topics, it addresses how China is thinking about data and AI in a national secur...

sources

Gov.cn: 新时代的中国国家安全

May 13, 2025

CATL to list in Hong Kong on May 20, use 90% of funds for Hungary plant

CATL – the world’s leading battery maker – is planning a secondary listing on the Hong Kong Stock Exchange on May 20. CATL’s board confirmed the decision on Monday. The company aims to raise up to USD 5.3 billion by offering 117.9 million H-shares at a maximum price of HKD 263 each, which would ma…

CATL – the world's leading battery maker – is planning a secondary listing on the Hong Kong Stock Exchange on May 20.

CATL's board confirmed the decision on Monday.

The company aims to raise up to USD 5.3 billion by offering 117.9 million H-shares at a maximum price of HKD 263 each, which would ma...

sources

The Paper: 宁德时代港股募资预计最高至50亿美元：90%将投向匈牙利项目

Caixin: 能源内参｜宁德时代港股IPO预计发行40亿-50亿美元；特朗普政策致美国海上风电储备项目锐减

May 13, 2025

Trade deal scramble for Shein and Temu

What happened: In an executive order following up on the US and China’s mutual agreement to dial down sky-high tariffs for 90 days, President Trump also reduced tariffs on small-value packages entering the US, partially walking back the repeal of de minimis exemptions. For packages with a value les…

What happened: In an executive order following up on the US and China's mutual agreement to dial down sky-high tariffs for 90 days, President Trump also reduced tariffs on small-value packages entering the US, partially walking back the repeal of de minimis exemptions.

For packages with a value les...

sources

White House: MODIFYING RECIPROCAL TARIFF RATES TO REFLECT DISCUSSIONS WITH THE PEOPLE’S REPUBLIC OF CHINA

BBC: https://www.bbc.com/news/articles/c308pg239n1o

FT: Temu abandons Chinese imports to US as tariffs force overhaul

May 13, 2025

Xi Jinping woos Latin American countries

China continues to make inroads in Latin America. On Tuesday, Xi Jinping spoke at the opening ceremony of the fourth ministerial meeting of the China-CELAC (Community of Latin American and Caribbean States) Forum in Beijing. Some context: The China-CELAC Forum is comprised of China and 33 countries …

China continues to make inroads in Latin America.
On Tuesday, Xi Jinping spoke at the opening ceremony of the fourth ministerial meeting of the China-CELAC (Community of Latin American and Caribbean States) Forum in Beijing.
Some context: The China-CELAC Forum is comprised of China and 33 countries ...

sources

Xinhua: 习近平在中拉论坛第四届部长级会议开幕式的主旨讲话（全文）

Reuters: China commits $9 billion in fresh credit to Latin America

May 13, 2025

EUCCC survey reveals deterioration in business environment

On Thursday, the European Chamber of Commerce in China (EUCCC) released its flash survey on the impact of the US-China trade war on EU companies in China. The survey was conducted April 17-27, compiling responses from 162 companies. Imports from the US have been hit harder than exports to the US: …

On Thursday, the European Chamber of Commerce in China (EUCCC) released its flash survey on the impact of the US-China trade war on EU companies in China.

The survey was conducted April 17-27, compiling responses from 162 companies.

Imports from the US have been hit harder than exports to the US: ...

sources

European Chamber: Flash Survey on the US-China Trade War (Preliminary Report)

May 13, 2025

Beijing tightens control over environmental inspection teams

Beijing just raised the bar for environmental inspections. On Monday, the Central Committee and State Council issued new rules to standardize how central environmental inspectors assess compliance by local officials and state-owned enterprises (SOEs). ICYMI: The Politburo signed off on the new frame…

Beijing just raised the bar for environmental inspections.
On Monday, the Central Committee and State Council issued new rules to standardize how central environmental inspectors assess compliance by local officials and state-owned enterprises (SOEs).
ICYMI: The Politburo signed off on the new frame...

sources

Gov.cn: 中共中央国务院印发《生态环境保护督察工作条例》

Gov.cn: 进一步健全生态环境保护督察工作体制机制——中央生态环境保护督察工作领导小组办公室有关负责人就《生态环境保护督察工作条例》答记者问

May 13, 2025

Beijing cracks down on smuggling of critical minerals

China is mounting a coordinated crackdown on the smuggling of critical minerals. On Monday, officials from 10 central government bodies convened in Hunan province for a “deployment meeting” on stemming illegal critical mineral flows. Local officials from key provinces where strategic resources are …

China is mounting a coordinated crackdown on the smuggling of critical minerals.
On Monday, officials from 10 central government bodies convened in Hunan province for a “deployment meeting” on stemming illegal critical mineral flows.

Local officials from key provinces where strategic resources are ...

sources

MofCom: 加强战略矿产出口全链条管控工作部署会召开

MofCom: 国家出口管制工作协调机制办公室部署开展打击战略矿产走私出口专项行动

MofCom: 商务部新闻发言人就开展打击战略矿产走私出口专项行动应询答记者问

May 13, 2025

Minors’ mode mobile internet is officially launched

What happened: On April 29, the cyberspace administration officially launched the “minors’ mode” mobile internet. Recap: “Minors’ mode” is a set of state-mandated mobile device features that allow parents to tightly control access and content on their kids’ phones. It requires device manufacturers…

What happened: On April 29, the cyberspace administration officially launched the “minors’ mode” mobile internet.
Recap: "Minors' mode" is a set of state-mandated mobile device features that allow parents to tightly control access and content on their kids' phones.

It requires device manufacturers...

sources

CAC: 移动互联网未成年人模式正式发布

Sohu: 技术筑牢防线，也要有家长点亮心灯

May 13, 2025

PBoC resolves data security contradictions in banking

Data regulations across different sectors are coming into alignment. On May 9, the People’s Bank of China (PBoC) released data security regulations for the banking industry. The rules operationalize data security in the sector, spelling out technical requirements – including Important Data classi…

Data regulations across different sectors are coming into alignment.
On May 9, the People’s Bank of China (PBoC) released data security regulations for the banking industry.

The rules operationalize data security in the sector, spelling out technical requirements – including Important Data classi...

sources

PBoC: 中国人民银行业务领域数据安全管理办法

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