Finance journo | Host ‘Morning Trade Live’ @schwabnetwork macro & markets with an eye on China, always | Disc: bit.ly/40DdtSa
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Saudi Arabia has joined the Shanghai Cooperation Organization (SCO), a #China-led security bloc, as a 'dialogue partner' amid deepening ties between #Riyadh and #Beijing @CNBCMiddleEast @_HadleyGamble @CNBCi
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The regulatory spotlight shifts to the EV space in China with authorities saying there are "too many" players and consolidation is needed of the overcrowded industry
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Exclusive: In rare coordinated move, Western envoys seek meeting on Xinjiang concerns reut.rs/2PrW9ON
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"You can't look at [#China protests] in isolation, the economy is being affected very badly... housing, employment, the young people coming out of unis trained to work but unable to find work... that's building up at a rapid pace," Prof Wang Gungwu @NUSingapore tells @cnbci
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An economic slowdown, hardline #COVID policies and power all in focus this week as we track the #20thCPCNationalCongress @CNBCi
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#Oil prices surged 4% as the #Israel-#Hamas conflict extended into its third day. We spoke to David Lennox @fatPROPHETS about this renewed geopolitical risk for markets and what traders should be watching @CNBCMiddleEast
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#China is pushing back against the EU's investigation into #EV subsidies, saying it's not happy with the short time frame given for consultations or a lack of adequate evidence
@asiasquawkbox @cnbci
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"The macro picture is very bearish with the stronger dollar... the pressure on emerging markets and the currencies is enormous," says @ea_amrita on the #oil outlook. @CNBCi
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Chinese tourists are on the move again after 3 years and Southeast Asia is one of the hot destinations this Lunar New Year @CNBCi
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People aren't getting married or having babies like they used to in China.... As Julian Evans-Pritchard of @CapEconomics explains, the problems in the property sector aren't just cyclical in nature, but structural... @cnbci
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#China mourns former leader #JiangZemin at a memorial service in #Beijing. Financial markets halt trade for 3min out of respect... then gain as the capital announces a relaxation of testing requirements @StreetSignsCNBC
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New year. New promo. Same equally and endlessly compelling and puzzling story I'm glad I get to unpack for @CNBCi
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Don't want to travel? You're not alone... @tanvirgill2 and I spoke to @MonicaPitrelli about one Asian nation where 35% of people say they’ll ‘never travel’ again @StreetSignsCNBC @cnbci
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What growth drivers does #China have left to lean on? @shehzadhqazi from @ChinaBeigeBook says there aren't any taps left to turn on short of big bang stimulus & the labor market will continue to suffer unless "zero-covid" is rolled back or becomes more flexible @cnbci
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The #oil market is more like a ChOPEC+ where #China is owning the demand narrative and #OPEC+ is owning the supply narrative and that's what's driving the prices, says Mukesh Sahdev @RystadEnergy
@CNBCMiddleEast @cnbci @cnbc
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"injecting liquidity is probably not going to solve weak consumer and investor confidence... and we anticipate this will persist well into Q2 if not longer" @TheEIU_China tells us after #China's RRR move to shore up growth @cnbci
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Price pressures continue to ease in China in sharp contrast to the inflation picture in the US. Economists say this should give Chinese policymakers more wiggle room to ease further to shore up economic growth @cnbci
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The Chinese economy’s future is dependent on the private sector, @RothmanAndy says cnbc.com/video/2024/07/16/ch…
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Another good sign for Sino-Aus relations (and I wore the right colour) with hopes Aussie #lobsters could be heading to #China again. 'Smuggled' lobsters have reportedly been going for hundreds of $... that's cray
@cnbci @asiasquawkbox
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Chinese consumption and manufacturing surprise to the upside in Oct, despite fresh covid-19 outbreaks. My quick take:
China’s retail sales beat expectations in October. CNBC's @sam_vadas with the latest data points.
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President Tsai Ing-wen warns Taiwan is facing the most complex situation in the past 72 years. We spoke to @DerekJGrossman who said that a lot of this comes down to China wanting to get the attention of the U.S. as it's frustrated with deepening U.S.-Taiwan ties @cnbci
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Yellen confirms she is pressing Biden for some #China tariff reductions reuters.com/markets/us/yelle…
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We look ahead to #China's #TwoSessions this weekend as investors await policy signals on economic direction and confirmation on who will take the top jobs @CNBCi
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Premier Li Qiang says #China is on track to reach its #GDP target of around 5% and growth in Q2 is expected to be faster than Q1 @wef #AMNC23
China will continue to be a strong driving force for the global economy, says Premier Li Qiang at the World Economic Forum's Annual Meeting of the New Champions in Tianjin.
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It's markets vs the real economy now. As @shehzadhqazi explains, investors are flying blind given there's no way to realistically track how out of control #covid cases are in #China @CNBCi @asiasquawkbox
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A story which has been largely overshadowed by the Qin Gang news but is very important - China has a new #PBOC boss
#China names Pan Gongsheng as the new central bank governor, replacing Yi Gang, as concerns grow about the economic recovery, growth, income and jobs @sam_vadas
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China's economy grew more than expected in Q1 thanks to a solid start to the year. But weak consumption, the property sector & jobs are overshadowing that headline as #COVID lockdowns weigh on the outlook. We broke down the data/policy response with @CapEconomics @CNBCI
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Domestic tourism rebounds in #China during the #LNY holiday which is good news for the services sector. But we spoke to @shaunrein about where this pick up in consumption leaves big ticket items like cars and houses @cnbci @asiasquawkbox
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China's PBOC cuts 7-day reverse repo rate by 10 bps to 1.9% this morning to prop up economy - yuan dips, real estate stocks rise @CNBCi
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Why are #China stocks under pressure?
@HAOHONG_CFA says rising US treasury yields may be a culprit...
With an extra-long holiday coming up and few near-term incentives to trade, he says all eyes are on key meetings in Nov for more policy signals
@asiasquawkbox @cnbci
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News of #Evergrande entering restructuring support agreement with creditors not doing much for the markets today. Shortened trading week for greater #China with Tomb Sweeping tomorrow and Good Friday @CNBCi
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'You don't fight like that in the 21st century!' @Dr_Ariel_Cohen
from the @AtlanticCouncil evaluates #Putin's 'myopic, incompetent' military policy in the #RussiaUkraine war
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Inflation in #China cools more than expected raising questions about the pace of the recovery:
CPI +1% vs 1.9% est
PPI -1.4% vs -1.3% est
Core 0.6% vs 1% prev
@CNBCi @SquawkBoxEurope
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My latest story with @BirdingBeijing on the huge poaching problem in the capital and the local heroes trying to put a stop to it
"I found a lot of traps set up for birds, especially during the migration seasons in the spring and autumn” - Gu Xuan, conservationist trtworld.com/asia/conservati…
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Chairman Mao may have said "women hold up half the sky" but men are in charge. To mark #InternationalWomensDay, I look at underrepresentation in Chinese parliament and what's being done to strengthen protection in the workplace
@CNBCi #IWD
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Protests erupting across #China as anger mounts over #zerocovid. We spoke to @MattieBekink @TheEIU_China @TheEIU about the situation and the way out @CNBCi @asiasquawkbox
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Happy Friday! A few things in #China to end the week:
- March PMI
- big 5 bank earnings
- top airline earnings
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A great discussion with @LindsayPGorman about the conundrum for both American and Chinese corporates doing biz in each other's country and beyond amid geopolitical tensions between #China and the U.S.
@asiasquawkbox @CNBCi
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China's strong economic rebound from the pandemic is losing steam with both consumption and manufacturing growth slowing in Aug. Retail sales were the biggest disappointment as COVID disruptions took a hit to spending @CNBCi
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Whip-smart reference by @MattieBekink to a well-known Deng Xiaoping quote... "Black cat or white cat, if it can catch mice, it's a good cat" famously said during planned v market economy debate. But our chat about #China's economy was clearly enough to put her cat to sleep!
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"Nothing happens by accident in #China, Jack just didn't show up in #Hangzhou ... it fits with the govt's campaign to demonstrate they are relaxing pressures on their private sectors," says @SRoach_econ
@asiasquawkbox @CNBCi
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Latest Xi-Putin meeting suggests there ARE limits to the "no-limits" friendship between #China & #Russia. @pu_xiaoyu tells us it's also worth noting the strategic partnership is a "little bit controversial in China" @CNBCi @asiasquawkbox
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China's #NPC kicks off this weekend. After an end to #ZeroCovid, investors are looking for fresh policy signals in the face of slowing exports & persistent weakness in the property sector @CNBCi
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#China is tightening #covid restrix from Beijing to Shanghai to Guangzhou. Economists say the road to reopening may be slow, painful and bumpy...
@asiasquawkbox @cnbci
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China's #TwoSessions gets underway against the backdrop of growing economic uncertainty & geopolitical tensions. Policymakers are likely to announce further measures to shore up growth. Here's a bit of what to expect... @cnbci
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The mood around #ZeroCovid is one of exhaustion, people are frustrated and there's a feeling this is no longer about public health but politics and that's a challenge for trust in the leadership in #China, @MattieBekink tells @CNBCi @asiasquawkbox
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#China is the biggest wild card on the demand side in global #oil markets and we've seen a 180 degree shift in expectations since it abandoned #zerocovid, says @carole_nakhle @CrystolEnergy
@CNBCi
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#China stocks fall sharply as investors get their first chance to react to Xi’s leadership lineup, a headline-grabbing party congress and long-awaited Q3 economic data…
What's driving HK tech stocks lower? @sam_vadas reports on the latest out of 🇨🇳 on @CNBCi
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We're focused on our customers, not the competition, @jeffiel CEO of @Twilio tells @cherykang and I on the sidelines of the @sgfintechfest
@StreetSignsCNBC @CNBCi
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Happy Monday. A few obvious things we're watching:
- 🎈fallout
- stimulus
- travel fully resumes w/ HK, Macau
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🚨 NEW SHOWS 🚨
📈 Tune in to Morning Trade Live 10am ET
🔔 Then again for Market on Close with @MarleyKayden at 3pm ET
See you on Monday!
@SchwabNetwork
#markets #stocks #news #money #finance #macro #fx #trading #investing #nyse
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Tracking the sell-off in #Asia markets:
- HK, SK, Japan markets down over 2%
- $KRW leads declines, at weakest level since March 2009
- $CNY punches through 7.2/dlr after $CNH falls to record low
@cherykang @EmilyCNBC @StreetSignsCNBC @CNBCi
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#China Oct trade disappoints:
- exports -0.3% y/y (f'cast +4.3%, Sept +5.7%)
- imports -0.7% y/y (f'cast +0.1%, Sept +0.3%)
In yuan terms:
- exports +7%, imports +6.8% y/y
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#China's Premier Li Keqiang has delivered his last govt work report and will now (almost certainly) hand the baton to Li Qiang. We spoke to @MattieBekink of @TheEIU_China @TheEIU about the economy he inherits and the tasks ahead
@asiasquawkbox @cnbci
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The bar was set low. So what did the Biden-Xi meeting accomplish?
3 big takeaways:
- cooperation on fentanyl
- re-establish military talks
- open presidential hotline
Now the 2 sides must 'walk the talk' as a measure of success...
@CNBCi
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China is no longer seeing benefit from putting #Australia in the "naughty corner," says @RyanNeelam from @LowyInstitute, as the two sides make a breakthrough in their wine dispute and PM Albanese plans to head to #China @asiasquawkbox @CNBCi
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Girl's mum delivers food to @onedirection fans as they wait for band to touch down in #Adelaide #9newscomau
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China's looking at a new phase of structurally lower growth but of higher quality, says @carcasall of @UBP_Group
We discuss #China's bumpy transition to new economic growth drivers and what's holding Beijing back from bazooka-style stimulus on @asiasquawkbox
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