China

China and US start fifth round of trade talks in Malaysia today to prep for APEC

• Top Chinese and US officials are meeting in Malaysia for their fifth round of trade talks to resolve key economic issues and prepare for a potential Xi-Trump APEC meeting.

Trump considering plan to restrict exports to China containing US software

• Stocks extend fall

China commerce ministry: Will actively resolve concerns about development in China

• There might be room for progress here

Standard Chartered lifts its China's 2025 GDP forecast to 4.9% (from 4.8%)

China permits non-state trade imports of 257 million metric tons of crude oil in 2026

• That's the same figure as in 2025

Trump threatened China with 155% tariffs. Taco man becoming random number guy.

• Does anyone believe this guy any more? Trump says China faces 155% tariffs if they don't make a deal. As if.

China’s 'very strong' rare earths leverage set to endure, says Goldman Sachs

• China maintains "very strong" control over rare earths from mining to magnets, a leverage point Western efforts cannot bypass until after 2028.

China on slower GDP: tariff abuse by certain countries has disrupted global trade order

• China National Bureau of Statistics (NBS) spokesperson comments on the economic data

China's top trade negotiator Li Chenggang removed from post

• China's top trade negotiator Li Chenggang removed from post as permanent WTO representative

China Sept Retail Sale (YoY) +3.0% (expectd 2.9%) & Industrial Production (YoY) +6.5% 5.0%

• Chinese economic activity data for September 2025.

China Q3 GDP +1.1% q/q (+0.8% expected)

• Economic growth data from China for the July - September quarter

Moody's forecasts China's GDP data will show a significant deceleration in growth.

• Data due at the top of the hour

China new home prices have fallen again in September - vicious cycle lower continues

• China new home prices down both m/m and y/y in September 2025

China’s September rare earth magnet exports drop to 5,774 tons, down from 6,146 in August

• Exports to the US fell 28.7% m/m

Trump wants China to buy soybeans, says he believes China will make a deal on soybeans

• Trump adds that he can lower tariffs on China. A trump taco is no surprise, of course.