Asia Key Issues
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Official industrial production growth in China plunged to 5.4% year-over-year in April, from 8.5% in March.... More by Freya Beamish
Following Chinese retaliation against new U.S. tariffs last week, the U.S. responded last night, as promised, setting in train the process to slap tariffs on the remaining approximately $300B of imports from China.... More by Freya Beamish
Yesterday, China finally retaliated against Mr. Trump's Friday tariff hikes, promising to increase tariffs on around $60B-worth of U.S. goods.... More by Freya Beamish
China's trade surplus collapsed unexpectedly in April, to $13.8B, from a trivially-revised $32.4B in March.... More by Freya Beamish
China's unadjusted trade surplus collapsed in February, to just $4.1B, from $39.2B in January.... More by Freya Beamish
Chinese data still are in the midst of Lunar New Year-related noise, so take February's PMIs with a pinch of salt, even though they ostensibly are adjusted for seasonal effects.... More by Freya Beamish
Nothing is done until it's done, and, in the case of Sino-U.S. trade talks, even if a deal is reached, the new normal is that tensions will be bubbling in the background.... More by Freya Beamish
Japan's 0.3% quarter-on quarter increase in Q4 GDP was disappointing, on the face of it, after a downwardly-revised 0.7% fall in Q3.... More by Freya Beamish
The value of Japanese retail sales bounced back strongly in December, rising 0.9% month-on-month, after a 1.1% drop in November.... More by Freya Beamish
China's December foreign trade numbers were unpleasant, with both exports and imports falling year-over-year, after rising, albeit slowly in November.... More by Freya Beamish
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