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Chinese retail sales just did something they’ve never done before outside of the lockdowns. At the same time, capital investment continues to legitimately crash, December was third month in a row of steep declines leading to the first yearly negative for it in China’s modern history. The only thing, the ONLY thing, keeping the economy from completely falling off a cliff is China selling everything it can everywhere else, especially in Europe.
Eurodollar University's Money & Macro Analysis
China NBS Basic Situation of National Fixed Asset Investment in 2025
https://www.stats.gov.cn/sj/zxfb/202601/t20260119_1962326.html
China’s economy looks more resilient than it feels as a property slump drags on
https://apnews.com/article/china-economy-property-tariffs-jinping-17e9a32cf105764f457c1111f185dd3f
Macron threatens tariffs on China "in the coming months" due to trade surpluses
https://fr.tradingview.com/news/forexlive%3A3395740c5094b%3A0-macron-threatens-tariffs-on-china-in-the-coming-months-due-to-trade-surpluses/
Tariffs of up to 50% go into effect, hitting imports from China, other non-FTA countries
https://mexiconewsdaily.com/news/mexico-tariffs-go-into-effect-china/
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
What is Eurodollar University?
Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.