Today’s Issue Cluster: China Economy
China – Capital flight worse than thought
PBOC – Monetary Policy on Treadmill to Nowhere
Iron – China Industry Shrinks for First Time Since 1991
EZ – Q3: House prices increase; +1.0%, +2.3% yr / eu *
US – Dec: Housing Starts Fall; -2.5% from +10.1% / WSJ / R / AP
US – Dec: Consumer Prices Decline; -0.1% from flat / WSJ / R / AP *
China – Targets short selling with new reserve ratio FT / FT / WSJ * * *
China – Confused by Yuan? It’s Intentional WSJ *
China – Blame, anger, frustration as rescue looks defeated R / WSJ / R
China – High Stock Valuations Worry Investors WSJ *
China – Strategists Bracing for Deeper Bear Market B *
China – The Quiet Side of Beijing’s Market Intervention WSJ *
China – Focus on trading curbs distracts from speculation BW *
China – Jittery Savers Could Pose Capital-Flight Threat WSJ / R *
China – Capital flight worse than thought FT *
China – GDP lowest since 1990 FT / WSJ *
China – Adds G20-sized economy every year FT *
China – The economy in Q4 / B *
China – Long Slog Increases the Pain WSJ *
China – Borrowing surges in December FT / B *
China – Getting Less and Less Bang for Its Credit Buck B *
China – Hefty Trade Surplus Is Dwarfed by Outflows WSJ *
China – Debt and swath of heavy industry are the real tripwires FT / NYT
China – Oil Prices Stopped Falling at $40 a Barrel for Customers B *
China – Global groups pay a heavy price for slowdown FT *
Taiwan – Tsai Vows Economic Fix, Keeping Peace With China B / FT / B *
HK – Weakening link with China FT *
PBOC – Monetary Policy on Treadmill to Nowhere WSJ *
China – No Place Like Home for Property Companies’ Debt WSJ *
China – Property prices rise for an 8th month / b *
China – Strong property data masks big problem: unsold homes R
China – Company expansions help generate 7.2m new jobs FT
China – Unemployment is rising, but is not always visible E *
Iron – China Industry Shrinks for First Time Since 1991 B *
Iron – Oil Prices Become a Problem for US Steelmakers B *
Iron – Chinese steel imports push UK mills to brink of ‘catastrophe’ FT
China – To Divine Commodity Demand, Keep Eye on Credit WSJ *
China – Commodities demand: an explainer FT * * * *
China Without its Autonomous Regions reddit*
