Market

Gold Drops On Thin Volumes As US And China Markets Remain Shut
20Feb mmBy Walter ParezNo Comments
Market

Gold Drops On Thin Volumes As US And China Markets Remain Shut

Kedia Advisory - Gold slipped 0.73% to settle at 154,760, weighed down by profit-taking and thin volumes, as U.S. and Chinese markets remained closed. Traders stayed cautious ahead of the Federal Reserve’s March 18 meeting. While Chicago Fed President Austan Goolsbee indicated rates could eventually move lower, he acknowledged that services inflation remains sticky. U.S. CPI rose 0.2% in January, reinforcing expectations that the Fed may hold rates steady for now, even as markets price in 75 basis points of cuts later this year, with the first likely in July.  Geopolitical tensions offered underlying support, with reports suggesting the U.S. military is preparing for a potential prolonged operation against Iran if authorised. Meanwhile, ANZ raised its second-quarter ...
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China Markets Set for Post New Year Upside on Trade Optimism
19Feb mmBy Walter ParezNo Comments
China, Market

China Markets Set for Post New Year Upside on Trade Optimism

China Mainland equity markets and the Hang Seng Index have outperformed the Nasdaq Composite Index and S&P 500 year-to-date in 2026. With Mainland China’s Shanghai Stock Exchange (SSE) closed for trading from February 16 through February 23 for the Lunar New Year, traders have a week to reflect on key developments and potential speed bumps. Non-US external demand remains strong despite a stronger Chinese Yuan (CNY). Pre-Lunar New Year holiday USD-RMB flows suggesting continued diversification from the US dollar. Meanwhile, deflation and the housing market remain hurdles for Beijing to address if stimulus measures targeting domestic consumption are to be effective. Despite weak domestic consumption and the ongoing housing crisis, expectations of further policy su...
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Treasury yields move higher as investors weigh the state of the U.S. economy
16Jan mmBy Mike TrudellNo Comments
Market, USA

Treasury yields move higher as investors weigh the state of the U.S. economy

U.S. Treasury yields rose on Friday as investors monitored the economic outlook and geopolitical concerns. The benchmark 10-year Treasury yield gained more than 6 basis points to 4.227%. The yield on the 2-year Treasury advanced 3 basis points to 3.594%. The 30-year Treasury yield was also more than 5 basis points higher at 4.836%. One basis point is equal to 0.01%, and yields and prices move in opposite directions. Investors have been concerned about geopolitical uncertainty through the week, with President Donald Trump insistent on taking ownership of Greenland — a self-governing Danish territory — saying it’s critical to U.S. national security. On Friday, the president floated imposing tariffs on countries “if they don’t go along with Greenland.” A high-stakes meeting o...
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US labels Chinese chips an economic threat, but delays tariff impact until 2027
26Dec mmBy Mike TrudellNo Comments
China, Market, USA

US labels Chinese chips an economic threat, but delays tariff impact until 2027

In a new trade move against China’s semiconductor industry, the US Trade Representative Office said it had determined that Beijing’s drive for dominance in the sector is “unreasonable and discriminatory” and poses a direct threat to US commerce.In a formal notice of action filed with the Federal Register, the agency said the US is implementing a tariff action on a wide range of Chinese semiconductors, with an initial rate of 0 per cent. The rate is set to rise in 18 months, on June 23, 2027, to a higher level that will be announced 30 days before the deadline. Analysts said the delayed timetable underscores that the move is intended as much to signal resolve and retain leverage over Beijing as to deliver an immediate economic impact, with Washington opting to keep pressure in reser...
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China to halt price war in EV market
18Dec mmBy Mike TrudellNo Comments
Market

China to halt price war in EV market

China's market regulation authority has published draft guidelines for compliance with pricing regulations in the automotive industry and is now seeking feedback from companies. The aim is to curb destructive price competition in the sector, which has already forced some smaller manufacturers out of the market. As early as June, the Chinese government intervened in a price war for electric vehicles sparked by BYD, summoning the CEOs of the country’s largest EV manufacturers to a meeting in Beijing. At the time, government representatives urged the CEOs to avoid offering unreasonable price cuts or selling vehicles below cost. Officials also criticised the practice of ‘zero-kilometre cars,’ where manufacturers sell excess new vehicles to financing companies or used car dealerships. ...
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Despite tariffs, China consumer giants push into the US as domestic market stalls
18Dec mmBy Mike TrudellNo Comments
China, Market, USA

Despite tariffs, China consumer giants push into the US as domestic market stalls

Shanghai/New York Lured by the promise of richer margins, a wave of Chinese consumer brands is making deeper inroads into American retail to offset sluggish spending at home. Throughout 2025, companies including Labubu-maker Pop Mart , trinket purveyor Miniso, sportswear giant Anta and fast-fashion label Urban Revivo have announced new U.S. stores or retail expansions, trying to establish a foothold in the world’s richest consumer market despite harsh U.S. tariffs and talk of economic decoupling. The counterintuitive trend, which started to emerge in 2023 after the COVID pandemic, accelerated this year as lethargic local spending prompted Chinese consumer companies to look abroad, initially in Southeast Asia. NewYork a litmus test for broader expansion Urban Revivo, often ...
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PHEV market slowdown sees new model high in China
14Dec mmBy Mike TrudellNo Comments
Market

PHEV market slowdown sees new model high in China

China saw another month of low plug-in hybrid (PHEV) improvement, as new models made gains on established players. Moreover, with battery-electric vehicle (BEV) deliveries rising, is the country’s electric vehicle (EV) market becoming more diverse? Autovista24 special content editor Phil Curry investigates. China’s tale of two markets continued in October. BEV deliveries jumped while the PHEV slowdown continued. The month saw 928,863 BEV sales, up 36.6% compared to October 2024, according to the latest figures from EV Volumes. Meanwhile, the 577,940 PHEV volume reflected just a 4.2% increase. EV Volumes does include extended-range electric vehicles in its plug-in hybrid figures. The result means that in October, BEVs made up 61.6% of the total EV market, while PHEVs accounted fo...
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How China Wins the Future
9Dec mmBy Brian ThompsonNo Comments
China, Market

How China Wins the Future

When the Chinese cargo ship Istanbul Bridge docked at the British port of Felixstowe on October 13, 2025, the arrival might have appeared unremarkable. The United Kingdom is China’s third-largest export market, and boats travel between the two countries all year. What was remarkable about the Bridge was the route it had taken—it was the first major Chinese cargo ship to travel directly to Europe via the Arctic Ocean. The trip took 20 days, weeks faster than the traditional routes through the Suez Canal or around the Cape of Good Hope. Beijing hailed the journey as a geostrategic breakthrough and a contribution to supply chain stability. Yet the more important message was unstated: the extent of China’s economic and security ambitions in a new realm of global pow...
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China’s economic crisis hits Indian aluminium hard: Price deflated & trade relations dampened
28Nov mmBy Brian ThompsonNo Comments
China, Market

China’s economic crisis hits Indian aluminium hard: Price deflated & trade relations dampened

Indian aluminium market witnesses a 0.64 per cent price drop to INR 270.45 per kilogram, owing to the declining demand from China, which is otherwise the world’s largest aluminium producer cum consumer. Along with deflating pricing in the Chinese market, the SHFE inventory rise of 7.67 per cent has also pressurised the market sentiment. To cushion the aluminium price’s free-fall, the US federal rate cut has weighed in, supporting broader commodity sentiment. China is experiencing a structural and cyclical economic slowdown. This is not a typical, short-term dip but a complex deceleration from its previous high-growth phase. Both the country’s overall manufacturing output and retail business have faced their weakest month in October 2025 when compared with the previous 12 months. Th...
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‘Yikes’: Top investment bank looks under the hood of the economy and finds ‘the labor market doesn’t look that good’
11Nov mmBy Brian ThompsonNo Comments
Market, USA

‘Yikes’: Top investment bank looks under the hood of the economy and finds ‘the labor market doesn’t look that good’

A leading investment bank has delivered an arresting diagnosis of the U.S. economy: the labor market, long a pillar of resilience, may be in real trouble. In their latest economic outlook, UBS economists led by Jonathan Pingle painted a picture of mounting weakness that extends well beyond headline job numbers, warning of a growing risk to households and the broader recovery. The latest “US Economics Weekly” note from the Swiss investment bank came with bated breath ahead of the impending end of the federal government shutdown. Economists and market-watchers have been deprived of federal economic data for over 40 days, something that former Bureau of Labor Statistics commissioner Erica Groshen likened to “flying blind” in late October. If the government does reopen, Pingle’s team s...
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