Analysis: Latest Chinese Politburo Meeting on Economic Policy 🇨🇳 Today's Politburo signals warrant careful interpretation through multiple lenses. Monetary Policy Assessment reveals a nuanced picture: Financial Conditions Index shows China maintained among the most restrictive

China may loosen its grip on FX and rates, but not for market reform reasons 🇨🇳 My latest analysis on China's economic policy shifts post-Politburo meeting: While rates and FX appear market-driven, they remain tightly controlled within China's broader political framework. The

Interesting timing - My analysis on China's policy trajectory was validated within 24 hours. Reuters reports Yuan depreciation move, exactly following government's crisis management playbook. Pure market analysis, no insider info needed. Lingling Wei 魏玲灵 Reuters China

China's 30Y sovereign bond yield in the interbank market drops ~4bps to 2% at open, hitting historic lows. 📉 A telling signal of persistent growth concerns and deflationary pressures in the world's second-largest economy. 🔍 #ChinaBonds #GlobalMarkets #FinancialMarkets

PBOC's Interest Rate Intervention & Financial Risk Trajectory 🏦 Critical analysis on PBOC's administrative intervention in the bond market today, pushing up sovereign yields. This signals deeper concerns about systemic banking risks. 📊 Key findings from Financial Stability

Global discourse on China's political, economic trajectory & future is intensifying. 🌏 Yet, a critical gap exists in understanding modern China - both from overseas "China experts" & Wall Street analysts. Their perspectives often fall short, not just due to information

诚不欺也

China's Civil Service Pay Raise & Trump's Policy Moves: Early 2025 Signals The civil service pay raise in China signals both economic realities and power dynamics. The immediate resort to basic consumption boosters like trade-in programs, with their short-lived 1-2 month

European bonds have become oversold amid market panic - a compelling entry point for value investors. Markets have overreacted, creating attractive opportunities in European fixed income. 欧洲债券，在恐慌中买入 市场过度的情绪反应，已经让欧债跌出了价值，在恐慌中可以买入

中国将这样面对美国的经济政策挑战，全面对抗时代很快到来 李强：采取有力举措在做强国内大循环、推动科技创新、促进产业升级等重点领域实现新突破

Trump Administration's Concessions Likely Driving Progress in Trade Negotiations From our consistent observations, the Trump administration operates as a highly speculative, irresponsible government accountable

Understanding China's commodity price surge This round of production restrictions - I won't use the term "supply-side reform" as it's misleading rhetoric. I prefer straightforward concepts. Based on 2016-2019 experience, here's what to expect from this economic policy: Triggers

Those hoping for a shift in China's economic policy are likely facing disappointment once again. The official communique from the Fourth Plenum sends a clear message: don't expect any economic policy adjustments. China remains firmly on its established path. The anti-involution

US-China escalation continues as expected and Market Impact: Elevated Risks, but Bear Market Requires Bigger Catalysts On the escalation itself: US-China confrontation remains the fundamental trend—unchangeable in the near term. Any perceived negotiations or easing are tactical

Chinese equities maintain bullish momentum despite noise. A-shares rebounded strongly today after opening lower. Further positive catalysts emerged in the evening session, with Singapore A50 futures extending gains. Key observations: The market continues to follow its own

The Fourth Plenum has set the tone. Don't expect any changes. 四中全会已经定调,不要指望有什么变化

China's 15th Five-Year Plan lacks meaningful innovation. The only noteworthy development is Zhang Shengmin's promotion to Vice Chairman of the Central Military Commission. I see this as a signal that previous rumors about internal party instability can now be put to rest.

我今天用AI CODING了一个非常复杂的实时语音项目，同时用claude opus 4.7 和 codex5.5 Xhigh对比开发，结论是codex完胜。这种优势甚至是碾压式的。codex的harness工程显然做的更好。他们两个走了不同的技术路线，codex是从根子上解决代码的准确性，claude是见缝插针。