Mike Mackenzie’s daily analysis of what’s moving global markets
Temporary stay on further tariffs releases pressure on China for big stimulus measures
Concerns over country’s growth are finally catching up with commodities
Authorities reduce air quality goals to boost flagging economic growth
Jochem Heizmann blames trade war for flat market but predicts German carmaker will buck trend
Transaction growth in world’s biggest market turns negative for first time since 1990s
US snubs showpiece event while Europe stays sceptical of Beijing’s free-trade message
Economists expect further fiscal and monetary stimulus as trade war impact looms
Concern increases over possible effects on consumption and economic growth
Prices keep rising but developers warn sales are down as government steps up pressure
Deceleration in spending on fixed assets comes as country braces for impact of US tariffs
Households report sharp slowdown in income growth as economy and Trump weigh
FTCR China Freight Index rises as logistics groups report pick-up in volumes and rates
Officials say stimulus is ‘fine tuning’ but critics warn of return to old playbook
Cabinet unveils tax cuts and infrastructure spending after central bank injects cash
Stephen Gallo of Bank of Montreal tells Roger Blitz what we learned about China's currency strategy and argues that G10 policy normalisation is back on track, which should see the euro push higher
Investors must account for factors beyond tariffs if they decide to buy the market
Looming trade war and tightened credit take their toll on household sentiment
Staff loan money back to heavily indebted city of Baotou for ‘guaranteed’ 7-12% return
Momentum is with China but a rising dollar or a trade war with the US are biggest threats
Creating bigger and more powerful enterprises ultimately slows down profit growth
Industrial output dips after thousands of factories and mines are closed
Local commitments present Beijing with a tough challenge
Central banker’s comments are like yelling ‘fire’ in a crowded theatre
The aim is structural reform rather than a feel-good injection
International Edition