China

China July home prices fall, even as Beijing eases suburban purchase restrictions

China’s exports face pressure due to external uncertainties, firms face more difficulties

• National Bureau of Statistics (NBS) spokesman with the remarks

China July factory output, retail sales miss forecasts, highlight growth challenges

• Recapping the disappointing Chinese data

China July data: Retail sales +3.7% y/y (exp +4.6). Industrial prod +5.7% y/y (exp 5.9%)

• Economic activity data from China for July 2025

China July China home prices show continued falls both m/m and y/y

• China's property sector continues to languish under the heavy weight of debt

China's July economic data are due on Friday August 15 - preview

• Economists are divided on the outlook for China’s July economic data

China to host "Anti-US summit" following the Trump-Putin Alaska meeting

• How the Nikkei describes this year's summit of the Shanghai Cooperation Organization on August 31 and September 1.

China July M2 money supply +8.8% vs +8.2% y/y expected

• Latest Chinese credit data for July 2025 has been released

China hits Canadian canola with 75.8% tariffs, Australia may gain but cant fill supply gap

• Canadian officials said they were “deeply disappointed”

PBOC official: Will increase credit issuance to service consumption sector

• China’s Ministry of Commerce official: Supporting service consumption will help expand domestic demand, employment

US, China to hold trade talks within 3 months; tariffs stay until fentanyl progress seen

• US, China to hold trade talks in coming months, Bessent says

China to outline subsidized loan policies for consumers and service sector on August 13

• Policies aimed at boosting personal consumption and supporting service-sector businesses.

China eases export curbs, lifts measures on 12 US firms and signals case-by-case licences

• China eases some export controls, signals flexibility for approved trade.

PBOC sets USD/ CNY central rate at 7.1418 (vs. estimate at 7.1901)

• PBOC CNY reference rate setting for the trading session ahead.

PBOC is expected to set the USD/CNY reference rate at 7.1901 – Reuters estimate

• PBOC CNY reference rate setting for the trading session ahead.