Hong Kong released its latest population data and the drop is just a STUNNING visual on a chart. Check out rate of change going back to the 1960s. This is a record decline and it's not even close.

Boom. China unexpectedly cuts interest rates. PBOC cuts both 1-year MLF and 7-reverse repo rates

China cuts interest rates. Full story.

Epic rally today in Chinese government bonds. 10-year yield seeing a nearly 3-standard deviation drop (data goes back to start of pandemic). ICYMI - China July data missed nearly across the board + PBOC cut rates today

You know it's serious when factories are needing to shut because of energy shortages. It's bad enough adjusting to high energy prices but actual shortages are another thing. Gotta talk about this more.

Trafigura-Owned Smelter to Halt Production

Tencent used to be able to deliver growth of 20-40% with its eyes closed. 2022 has been a very different story. First-quarter Y/Y revenue growth was virtually at zero.

UK inflation tops 10% for the first time in 40 years. Gahhh

That Australia July jobs report was nasty

What’s a really good indicator of economic activity outside of the usual formal official metrics?