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21.11.25 - 16:57
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Don′t Fight The Fed... But Is China Worth A Shot? (ZeroHedge)
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Don't Fight The Fed... But Is China Worth A Shot?
By Daniel Moss, Bloomberg Markets Live reporter
The idea of taking out insurance against worst-case scenarios, mostly by cutting interest rates, became a popular choice among the world's big central banks over the past quarter century. Beijing has shunned this doctrine lately. It may come with a price.
The People's Bank of China recently downplayed concerns that the world's second-largest economy is in trouble. The PBOC's latest quarterly statement emphasized long-term prospects and discouraged investors from focusing on what it sees as merely short-term hurdles. Translation: Rein in those bets on rate cuts. Goldman Sachs was among those that got the message, pushing back its forecast for the next reduction to the first quarter of 2026. Other large institutions, including Citigroup Inc., had already thrown in the towel.
It's natural that firms adjust projections to reflect what central banks are saying, as opposed to relying entir...
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20.11.25 - 12:01
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EZB warnt vor Dollarknappheit, China emittiert Dollar-Bond (Tichys Einblick)
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Anfang November ereignete sich Bemerkenswertes am internationalen Markt für Staatsanleihen. Weitgehend unbeachtet von den klassischen Medien – mit Ausnahme von Bloomberg – wagte China erstmals seit längerer Zeit wieder den Schritt, eine in US-Dollar denominierte Staatsanleihe zu emittieren. Das Volumen: vier Milliarden Dollar, hälftig aufgeteilt in Laufzeiten von drei und fünf Jahren. Und die Nachfrage
Der Beitrag EZB warnt vor Dollarknappheit, China emittiert Dollar-Bond erschien zuerst auf Tichys Einblick....
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20.11.25 - 06:48
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China Maintains Key Interest Rates As Expected (AFX)
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BEIJING (dpa-AFX) - The People's Bank of China maintained its benchmark lending rates for the sixth straight month. The PBoC kept its one-year loan prime rate unchanged at 3.0 percent on Thursday.......
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12.11.25 - 11:06
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As China′s central bank projects confidence, are rate cuts on the back burner? (SCMP)
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China's central bank vowed to maintain an accommodative monetary policy stance and improve policy transmission to support the “steady” economy in its latest quarterly report, which analysts said signalled a reduced urgency for rate cuts.
The People's Bank of China will implement a “moderately loose” monetary policy and ensure “reasonable and ample” liquidity to serve the real economy, according to the report released on Tuesday.
Despite facing domestic and external challenges, the Chinese......
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01.11.25 - 13:12
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Larry Summers on the Fed′s Cut and Tariff Truce With China (Bloomberg)
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Former US Treasury Secretary Larry Summers discusses the Federal Reserve's latest rate cut and why Chair Jerome Powell's cautious tone on a potential December cut was “exactly right.” Summers says inflation remains a bigger threat than unemployment, and warns that high deficits and global AI competition could test US leadership. He also credits President Trump with the progress made on trade with China, but warns that we are in the “early chapters” of the book. (Source: Bloomberg)...
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