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Markets

A tougher Russia sanctions bill could test dollar trust

Russia sanctions bill could squeeze Moscow, but markets may focus on how tougher dollar pressure nudges trade, reserves and payments into backup rails.

By Sloane Carrington
Regulation

Ex-Fed adviser gets 38 months in prison over China ties

Ex-Fed adviser gets 38 months in prison after prosecutors said he hid China-linked contacts and passed restricted Federal Reserve information.

By Tomás Iglesias
Economy

Brazil tariffs 2026: U.S. 25% duty widens trade risk

Brazil tariffs return as the Trump administration sets a 25% duty on some goods, with carveouts that limit the first-round supply-chain shock.

By Helena Brandt
Economy

China GDP slows to 4.3% as Beijing faces stimulus pressure

China GDP slowed to 4.3% in the second quarter, below Beijing's 4.5% to 5.0% goal, as weak investment intensified calls for fresh stimulus.

By Helena Brandt
Stocks

ASML sales forecast raised again as AI chip demand holds

ASML sales forecast rose to €43bn-€45bn after Q2 beat estimates, suggesting AI chip spending is still flowing into the toolmakers at the top of the chain.

By Sloane Carrington
Economy

China GDP slows to 4.3% as Beijing faces stimulus pressure

China GDP slowed to 4.3% in the second quarter, below Beijing's 4.5% to 5.0% goal, as weak investment intensified calls for fresh stimulus.

By Helena Brandt
Regulation

China bond ratings crackdown exposes risk for weak borrowers

China bond ratings crackdown is forcing investors to price hidden credit risk as regulators push agencies to cut triple-A labels for weaker borrowers.

By Tomás Iglesias
Stocks

Apple tests CXMT chips for China devices as costs rise

Apple tests CXMT chips for China devices as rising memory bills force the iPhone maker to weigh lower costs against U.S. policy risk.

By Avery Lin
Regulation

Anthropic tightens China access to Claude after workarounds

Anthropic tightened China access to Claude after users kept bypassing controls, raising the stakes for AI compliance and model distribution.

By Tomás Iglesias
Commodities

Brent oil forecast: Citi sees $60 as Hormuz risk fades

Brent oil forecast turns lower as Citi says Hormuz shipping is normalizing, China demand is soft and the war premium is fading from crude.

By Reza Najjar
Commodities

Canada oil pipeline to Asia redraws crude export map

Canada oil pipeline to Asia would carry 1 million barrels a day, betting Pacific access can cut reliance on the U.S. crude market.

By Reza Najjar
Commodities

Iran oil stockpile tops 20M barrels as buyers hold back

Iran oil stockpile topped 20 million barrels as buyers held back after Doha talks, leaving stranded crude to cap rallies and keep supply risk alive.

By Reza Najjar
Regulation

SEC probes $100 million options windfall tied to Futu, Tiger

SEC probes a $100 million options windfall tied to China's crackdown on Futu and Tiger Brokers after Susquehanna said it lost more than $70 million.

By Tomás Iglesias
Economy

China factory PMI rises to 50.3 as export demand leads

China factory PMI rose to 50.3 in June as AI-linked export demand kept manufacturing expanding, while domestic demand stayed soft.

By Helena Brandt
Regulation

China offshore debt clampdown hits higher-yield LGFV bonds

China offshore debt clampdown is tightening refinancing for local-government financing vehicles, with offshore yield caps biting before 2027 maturities.

By Tomás Iglesias
Regulation

China bondholder lawsuits: Beijing pushes G20 debt reset

China bondholder lawsuits are becoming a G20 debt-relief flashpoint as Beijing pushes tougher rules on holdouts in sovereign workouts.

By Tomás Iglesias
Economy

PBOC overnight reverse repo signals shift in rate control

PBOC overnight reverse repo operations planned for June 29-30 point to tighter control of short-term funding costs and a bond-friendly shift.

By Helena Brandt
Regulation

Alibaba blacklist lawsuit tests Chinese ADR risk

Alibaba blacklist lawsuit has opened a court fight over Pentagon process, investor disclosure and the pricing of Chinese ADR risk.

By Tomás Iglesias
Commodities

Iran oil waiver leaves China key buyer as Asia stays full

Iran oil waiver leaves China as the main near-term buyer because Asian refiners are covered through August and have little room for extra crude.

By Reza Najjar
Regulation

China trade curbs hit 56 U.S. firms after Pentagon blacklist

China trade curbs on 56 U.S. firms widen retaliation over the Pentagon blacklist, raising pressure on procurement and supply chains.

By Tomás Iglesias
Economy

China supply-chain warning widens rare-earth dispute

China supply-chain warning widened the rare-earth dispute after Beijing targeted 10 U.S. entities, raising costs for global manufacturers.

By Helena Brandt
Analysis

Trump’s Anthropic reversal trims one IPO discount, not policy risk

Anthropic policy risk is easing after Trump said he no longer sees the company as a security threat, but export controls still shadow its IPO.

By Sloane Carrington
Banking

China's cheap yuan turns panda bonds into a funding rival

China panda bonds are drawing Wall Street banks and sovereign borrowers as near-2 per cent yuan funding undercuts dollar markets.

By Sloane Carrington
Markets

PBOC rate regime shift could steady China bond markets

PBOC rate regime changes could lower China funding volatility, support bonds and widen the yuan's appeal to global reserve managers.

By Sloane Carrington
Stocks

Kingboard’s rally says mainland money is chasing AI proxies

Kingboard rally momentum is being driven by mainland buying, AI supply-chain optimism and Hong Kong southbound flows more than one catalyst.

By Sloane Carrington