China Economy

Chinese depression deepens
The unsung depression in the Chinese economy continues.
David Llewellyn-Smith
1
China relaxes “three red lines” for property
To the rescue!
David Llewellyn-Smith
Roll up for China’s amazing invisible depression!
More evidence today of China’s Great Depression.
David Llewellyn-Smith
2
Chinese property Titanic sinks from sight
Aaaand it’s gone… The sinking hulk of Chinese property is now completely submerged and headed to the bottom with the worst start to the year that anybody can remember.
David Llewellyn-Smith
2
The Great Chinese Depression deepens
The Great Chinese Depression is in full swing.
David Llewellyn-Smith
China’s 30 great pyramids of iron ore
The ferrous jaws have to close.
David Llewellyn-Smith
2
China has stopped building
You could be forgiven for concluding that the Michael Pettis moment has arrived in China.
David Llewellyn-Smith
6
Chinese credit growth sinks
Chinese credit growth data for December was released overnight.
David Llewellyn-Smith
Will China rescue property again?
David Llewellyn-Smith
Albo reloads China’s trade cannon
The Aussie trade balance for November was out yesterday and shows one great, big trend: a disappearing trade surplus.
David Llewellyn-Smith
10
Chinese property enters the infinity war
David Llewellyn-Smith
2
China and India drive record global coal consumption
China (31.8% share in 2024) and India (8.3% share in 2024) have driven the increase in global carbon emissions this century.
Leith van Onselen
15
China’s economy shows broad-based weakness
From the Daily Shot: China’s economic conditions showed marked weakness.
Leith van Onselen
1
China resumes printing money
David Llewellyn-Smith
Chinese property sinks to the bottom
Down she goes, and where she stops nobody knows.
David Llewellyn-Smith
China buries crashing real estate data
It’s fixed!
David Llewellyn-Smith
2
The Chinese economy hasn’t grown in two years
China isn’t growing.
David Llewellyn-Smith
6
China throws kitchen sink at property
The ferrous complex is still paralysed by the jaws.
David Llewellyn-Smith
3
Australia miraculously dodges China bullet
Goldman has some whacky analysis of China today.
David Llewellyn-Smith
2
Chinese property down, down and down
The great Chinese property crash is, once again, worsening.
David Llewellyn-Smith
1
Chinese economy enters its ‘Pettis moment’
Chinese property is at the centre of some dark economic galaxy.
David Llewellyn-Smith
6
Chinese credit hits the skids
In October, Chinese banks made 220bn yuan in new loans, a sharp decline from 1.29 trillion yuan in September.
David Llewellyn-Smith
Chinese property plunges into the abyss
Sales in lower-tier Chinese cities are not going well.
David Llewellyn-Smith
China’s 16 years of property inventory
Goldman has an amusing take on the Shenzhen property market, once the hottest in China.
David Llewellyn-Smith
Chinese Titanic sucked into deflationary depths
China printed a bit of inflation in October, but it was pretty obviously seasonal.
David Llewellyn-Smith
2