*CHINA'S 10-YEAR GOVT BOND YIELD FALLS 3.7 BPS TO 1.745%
BEIJING WILL SOON HAVE NIRP AS IT PRETENDS IT DOESN'T ACTUALLY HAVE TO DO ANYTHING
*CHINA NOV. RETAIL SALES RISE 3% Y/Y; EST. 5%
*CHINA NOV. INDUSTRIAL OUTPUT RISES 5.4% Y/Y; EST. 5.4%
*CHINA JAN.-NOV. FIXED INVESTMENT RISES 3.3% Y/Y; EST. 3.5% - ZEROHEDGE ...
CHINA FIXED ASSET EX RURAL YTD (Y/Y) NOV: 3.3% (EST 3.5%; PREV 3.4%)
- PROPERTY INVESTMENT YTD (Y/Y): -10.4% (PREV –10.3%)
- RESIDENTIAL PROPERTY SALES YTD (Y/Y): -20.0% (PREV –22.0%) ...
CHINA INDUSTRIAL PRODUCTION (Y/Y) NOV: 5.4% (EST 5.4%; PREV 5.3%)
- INDUSTRIAL PRODUCTION YTD (Y/Y): 5.8% (5.7%; PREV 5.8%) ...
🔴 CHINESE RETAIL SALES YOY ACTUAL 3% (FORECAST 5%, PREVIOUS 4.8%) $MACRO ...
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🔴 CHINESE URBAN INVESTMENT YTD YOY ACTUAL 3.3% (FORECAST 3.5%, PREVIOUS 3.4%) $MACRO ...
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CHINA NOVEMBER: RETAIL SALES +3.0% Y/Y (EXP +4.6%) INDUSTRIAL OUTPUT +5.4% Y/Y (EXP +5.3%) ...
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🇨🇳CHINEXT INDEX DROPS OVER 1%, SHENZHEN COMPONENT DOWN 0.65%.
TURNOVER ON SSE AND SZSE EXCEEDED 500 BILLION YUAN.
#CHINA $SHCOMP $SSEC $ASHR ...
🇨🇳#CHINA NOV AVERAGE HOME PRICES FELL 0.2% ON MONTH VS. 0.51% DROP IN OCT, AVERAGE HOME PRICES FELL 6.1% ON YEAR VS. 6.2% DROP.
MORE CITIES SAW HOUSING PRICE M/M INCREASES. HOME PRICES FELL ON MONTH IN 49 OF 70 CITIES VS. 63, FELL ON YEAR IN 67 OF 70 CITIES VS. 67 IN OCT.
#PROPERTY #REALESTATE ...
CHINA HOUSE PRICES IN NOVEMBER -5.7% Y/Y (PRIOR -5.9%) ...
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CHINESE NEW HOUSE PRICES YOY ACTUAL -5.7% (FORECAST -, PREVIOUS -5.9%) $MACRO ...
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🇨🇳PBOC INJECTS 753.1 BILLION YUAN OF 7-DAY REVERSE REPO ON MONDAY, INJECTING 706 BLN YUAN ON A NET BASIS AS 47.1 BLN YUAN DUE TODAY.
THE MOST NET INJECTION SINCE NOVEMBER 15.
#CHINA #LIQUIDITY
🇨🇳PBOC'S REVERSE REPO DUES THIS WEEK (IN YUAN):
DEC. 16, MON, 47.1 BLN YUAN, 1.45 TLN YUAN OF 1-YEAR MLF
DEC. 17, TUE, 141.6 BLN YUAN
DEC. 18, WED, 78.6 BLN YUAN
DEC. 19, THU, 66.1 BLN YUAN
DEC. 20, FRI, 205.1 BLN YUAN
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TOTAL 538.5 BILLION YUAN 7-DAY RRP DUE.
#CHINA #LIQUIDITY - CN WIRE ...
CHINA CENTRAL BANK INJECTS 753.1 BILLION YUAN VIA 7-DAY REVERSE REPOS AT 1.50%: STATEMENT ...
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⚡PBOC CUTS THE $CNY CENTRAL PARITY RATE BY 65 PIPS TO 7.1882 PER USD, STILL ABOUT 900 PIPS STRONGER THAN MARKET EXPECTATIONS.
#CHINA $USDCNY $USDCNH ...
🇨🇳MORE COMMODITY FUTURES OPENED LOWER IN #CHINA ON MONDAY. #NICKEL FELL BY 2.55%, #TIN -1.55, #SILVER DROPPED BY 1.5%, #GOLD WAS DOWN 1.3%. #COPPER -0.5%, #ALUMINUM -0.05%. #ZINC +0.23%.
INE CRUDE OIL ROSE 1.5%. THE FREIGHT INDEX WAS DOWN 0.5%. #OOTT
#IRONORE ROSE 0.4%, WHILE #STEEL REBARS -0.15%. ...
🇨🇳#CHINA 10-YEAR TREASURY YIELD HITS RECORD LOW OF 1.75% IN EARLY TRADE, 30-YEAR TREASURY YIELD FALLS TO RECORD LOW OF 1.99% IN EARLY TRADE.
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⚡🇨🇳#CHINA NOVEMBER ECONOMIC DATA:
1️⃣ RETAIL SALES 3.0% Y/Y [EST.4.6%]
2️⃣INDUSTRIAL OUTPUT GROWTH 5.4% Y/Y [EST.5.3%]
3️⃣JAN-NOV FIXED ASSET INVESTMENT 3.3% Y/Y [EST.3.4%]
UNEMPLOYMENT RATE 5.0% [PREV. 5.0%]
1/N ...
CHINA RETAIL SALES (Y/Y) NOV: 3.0% (EST 5.0%; PREV 4.8%)
- RETAIL SALES YTD (Y/Y): 3.5% (EST 3.6%; PREV 3.5%) ...
*CHINA NOV. RETAIL SALES RISE 3% Y/Y; EST. 5%
*CHINA NOV. INDUSTRIAL OUTPUT RISES 5.4% Y/Y; EST. 5.4%
*CHINA JAN.-NOV. FIXED INVESTMENT RISES 3.3% Y/Y; EST. 3.5% ...
🔴 ⚠️ BREAKING: CHINESE INDUSTRIAL OUTPUT YOY ACTUAL 5.4% (FORECAST 5.4%, PREVIOUS 5.3%) $MACRO ...
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🔴 CHINESE UNEMPLOYMENT RATE ACTUAL 5% (FORECAST 5%, PREVIOUS 5.000%) $MACRO ...
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COLD SHOULDER: DEMOCRATS IGNORE TULSI GABBARD'S REQUEST TO MEET ...
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🇰🇷ZSOUTH KOREA RULING PARTY LEADER HAN STEPS DOWN. ...
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CHINA NEW HOME PRICES (M/M) NOV: -0.20% (PREV –0.51%)
- USED HOME PRICES (M/M): -0.35% (PREV –0.48%) ...
TRUMP CONSIDERS PRIVATIZING US POSTAL SERVICE THAT LOST $9.5 BILLION IN FY2024 ...
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🇨🇳PBOC'S REVERSE REPO DUES THIS WEEK (IN YUAN):
DEC. 16, MON, 47.1 BLN YUAN, 1.45 TLN YUAN OF 1-YEAR MLF
DEC. 17, TUE, 141.6 BLN YUAN
DEC. 18, WED, 78.6 BLN YUAN
DEC. 19, THU, 66.1 BLN YUAN
DEC. 20, FRI, 205.1 BLN YUAN
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TOTAL 538.5 BILLION YUAN 7-DAY RRP DUE.
#CHINA #LIQUIDITY ...
PBOC SETS USD/ CNY REFERENCE RATE FOR TODAY AT 7.1882 (VS. ESTIMATE AT 7.2769) ...
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USD/JPY TOWARDS 154.00 AFTER A MIXED BAG OF JAPANESE DATA RELEASES ...
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GOLD STARTING THE WEEK ON THE BACK FOOT AHEAD OF WHAT IS AN ALMOST CERTAIN FED RATE CUT, BUT CONCERNS ABOUT HAWKISH TONES FROM POWELL PUSHING DOLLAR HIGHER. GOLD BACK TO WHERE IT WAS FOR MUCH OF THE PAST 2 WEEKS: BETWEEN THE 50 AND 100DMA. ...
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