string(13) "markets-macro"

Macro

August 9, 2021

The COVID hits just keep on coming

The COVID-19 situation has been getting worse over the past week. From last Monday to Sunday, China reported (NHC): 524 new domestically transmitted symptomatic infections, up from 269 in the previous 7-day period 124 new domestically transmitted asymptomatic infections, u… Username Password Remember Me Forgot Password

The COVID-19 situation has been getting worse over the past week.
From last Monday to Sunday, China reported (NHC):

524 new domestically transmitted symptomatic infections, up from 269 in the previous 7-day period
124 new domestically transmitted asymptomatic infections, u...

sources

NHC: 截至8月8日24时新型冠状病毒肺炎疫情最新情况

Gov.cn: 孙春兰赴河南省新乡市指导灾后疫情防控工作

Gov.cn: 国务院联防联控机制权威发布（2021年8月5日）

August 9, 2021

Inflation data dump

China’s stats bureau released the inflation data for July on Monday. The headlines: The consumer price index (CPI) rose 1.0% y/y in July, down from a 1.1% y/y increase in June. The producer price index (PPI) rose 9.0% y/y in July, versus an 8.8% y/y expansion in June. Beijing has not yet tamed the…

China’s stats bureau released the inflation data for July on Monday.
The headlines:

The consumer price index (CPI) rose 1.0% y/y in July, down from a 1.1% y/y increase in June.
The producer price index (PPI) rose 9.0% y/y in July, versus an 8.8% y/y expansion in June.

Beijing has not yet tamed the...

sources

NBS: NBS: 国家统计局城市司高级统计师董莉娟解读2021年7月份CPI和PPI数据

Bloomberg: Bloomberg: China’s Economic Risks Build as Delta Spreads, Prices Gain

August 9, 2021

Herd immunity possible by end of 2021

Local infections remain under control. COVID numbers are not zero, but they’re close to zero. The authorities reported (NHC): One domestically transmitted symptomatic infection, up from 0 on Sunday On Friday, renowned epidemiologist and government advisor Zhong Nanshan said he expects China to ach…

Local infections remain under control.
COVID numbers are not zero, but they’re close to zero. The authorities reported (NHC):

One domestically transmitted symptomatic infection, up from 0 on Sunday

On Friday, renowned epidemiologist and government advisor Zhong Nanshan said he expects China to ach...

sources

NHC: 截至8月23日24时新型冠状病毒肺炎疫情最新情况

NHC: 新冠病毒疫苗接种情况

NBD: 重磅！全国多地发文，未接种新冠疫苗导致感染将严肃追责，这些会议、场所不得参加、进入

Caixin: 钟南山：中国超80%的人口接种疫苗后可群体免疫

CGTN: China likely to achieve herd immunity by end of 2021: Zhong Nanshan

August 6, 2021

Home court advantage for Evergrande?

On Thursday, Caixin cited sources as saying that the Supreme People’s Court (SPC) has decided that all cases relating to China Evergrande Group and its subsidiaries will be heard by the Guangzhou Intermediate People’s Court. For real? Caixin reported that it confirmed the information with a person i…

On Thursday, Caixin cited sources as saying that the Supreme People’s Court (SPC) has decided that all cases relating to China Evergrande Group and its subsidiaries will be heard by the Guangzhou Intermediate People’s Court.
For real? Caixin reported that it confirmed the information with a person i...

sources

Caixin: 独家｜恒大关联案件被要求集中管辖移交至广州中院

August 6, 2021

NDRC tells local government to start shovelling

On Thursday, 21st Century Biz reported that the maroeconomic planner (NDRC) has given local governments three months to submit their lists of potential special-purpose bond (SPB) projects for early 2022. Yes, you read that right. Early 2022. Some context: Keen to juice growth, Be…

Yes, you read that right. Early 2022.

Some context: Keen to juice growth, Be...

sources

21st Century Biz: 独家｜地方需在10月底前上报2022年首批专项债项目

August 6, 2021

Corporate bond defaults edge up

Corporate bond defaults have crept up this year. Don’t worry: The scale of defaults remains small relative to the size of the market. On Thursday, the Paper reported that in the first seven months of 2021 issuers defaulted on RMB 71.7 billion worth of bonds. That’s a mere increase of RMB 3.7 billio…

Corporate bond defaults have crept up this year.
Don't worry: The scale of defaults remains small relative to the size of the market.
On Thursday, the Paper reported that in the first seven months of 2021 issuers defaulted on RMB 71.7 billion worth of bonds. That's a mere increase of RMB 3.7 billio...

sources

The Paper: 月债市违约反弹，地产行业风险高发

August 6, 2021

Onboarding the industrial internet

CAICT is helping more companies onboard onto China’s industrial internet. Little background: The industrial internet is a second internet, with special network architecture, specifically for enterprises and industrial machines. The point of it: manage supply chains across industries, identify and co…

sources

CAICT: 首批七大行业《工业互联网标识解析行业应用指南》编制启动会成功召开

August 6, 2021

Updated guidelines for all

Since Wednesday, the Ministry of Transport (MoT) has updated several COVID-19 prevention and control guidelines for the transportation industry. Some context: Officials nationwide are focused on containing the growing outbreak that started in Nanjing but has spread to 17 provinces. The updates are i…

Since Wednesday, the Ministry of Transport (MoT) has updated several COVID-19 prevention and control guidelines for the transportation industry.
Some context: Officials nationwide are focused on containing the growing outbreak that started in Nanjing but has spread to 17 provinces.
The updates are i...

sources

MoT: 交通运输部关于印发《港口及其一线人员新冠肺炎疫情防控工作指南（第七版）》的通知

MoT: 《国内游轮常态化疫情防控工作指南（第四版）》修订内容说明

MoT: 交通运输部关于印发《客运场站和交通运输工具新冠肺炎疫情分区分级防控指南（第五版）》的通知

MoT: 交通运输部关于印发《道路货运车辆、从业人员及场站新冠肺炎疫情防控工作指南（第二版）》的通知

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