• CSI300
• USD/CNY

China Q4 GDP grows more than expected on stimulus support; meets annual target

China's economy exceeded expectations with 5.4% growth in Q4 2024 due to stimulus measures, maintaining an annual growth target of 5% amid anticipated trade challenges.

• DX
• USD/CNY
• USD/JPY

Yen set for best week in over a month on BOJ rate hike bets

The yen shows strong performance as BOJ signals potential rate hikes, while U.S. consumer demand indicates caution for Fed rate cuts, ahead of Trump's policy announcements.

• USD/CNY

China expected to hit 2024 GDP target, but tariffs loom

China's economy is rebounding due to policy stimulus, aiming for 5% growth in 2024, despite potential challenges from U.S. tariffs and internal weaknesses in demand.

• US10YT=X
• USD/CNY

Morning Bid: Awaiting China data deluge, US yields drift lower

Asian markets face mixed conditions as U.S. inflation relief fades. Key Chinese economic data set to be released, with potential implications for GDP and investor sentiment.

• US10YT=X
• USD/BRL
• USD/CNY
• USD/INR

Column-EM central banks cool on Treasuries, stoking bond yield heat: McGeever

Rising U.S. Treasury yields and a strong dollar create a feedback loop affecting global central banks, leading to declining FX reserves and potential challenges for emerging economies.

• SSEC
• USD/CNY

Morgan Stanley outlines 'bull' and 'bear' scenarios for Chinese economy

Morgan Stanley analysts discuss China's economic resilience amidst challenges, highlighting strong exports and consumption, but warn of limited policy support and potential headwinds affecting growth.

• AUD/USD
• EUR/USD
• NZD/USD
• USD/CNY
• USD/JPY
• USDIDX

US inflation relief dents dollar, yen gains ahead of BOJ

• USD/CNY

Chinese overnight rate spikes to 16% as cash tightens ahead of holiday

Overnight borrowing costs in China soared to 16%, driven by tight cash supply and cautious central bank policies ahead of Lunar New Year, impacting treasury bond investments.

• USD/CNY

Chinese central banker warns of government bond risks as yields slide

A Chinese central bank official warned against risks in government bonds, citing potential market bubbles, while reaffirming efforts to stabilize the yuan against declining bond yields.

• USD/CNY

Inverted swaps curve shows investors pare China rate cut bets

Investors in China are reducing expectations of near-term rate cuts due to concerns over yuan stability and rising short-term rates, impacting monetary policy decisions.