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china calleCM

In the World 15th October 2025

China’s CPI falls 0.3% year-on-year in September compared to 0.4% previously

Link Securities | According to official data, China’s consumer price index (CPI) fell 0.3% year-on-year in September, a deeper decline than the 0.1% consensus forecast by analysts, although slightly lower than the 0.4% decline in the previous month. Food prices accelerated their decline (a drop of 4.4% against 4.3% in August), recording the largest contraction since January 2024, amid widespread declines across all categories, with pork prices falling further due…

china aranceles

In the World 14th October 2025

China’s trade balance deteriorates in September, but due to 7.4% rise in imports

2025 Bankinter | China’s trade balance deteriorates in September, although due to higher imports. The trade balance is $90.45 billion versus $98.05 billion estimated and $102.3 billion previously. Exports are up 8.3% year-on-year against 6.6% expected and 4.4% previously. Imports are up 7.4% year-on-year against 1.8% expected and 1.3% previously. Analysis team’s view: Although the trade balance is apparently weak, having fallen more than expected, the truth is that this…

EEUU Consumidores

In the World 13th October 2025

US consumer confidence remains virtually unchanged in October compared to previous month: 55.0 points from 55.1

Link Securities | The index measuring US consumer sentiment, compiled by the University of Michigan, fell slightly in its preliminary October reading to 55.0 points from 55.1 points in September, falling below the 55.8 points expected by FactSet consensus analysts. The index remained virtually unchanged from the previous month, as improvements in current personal finances and future business conditions for the coming year were offset by declines in expectations for…

fed powell nov 2023

In the World 10th October 2025

New statements from Fed members suggest prevailing view is to lower interest rates again in October

Norbolsa | New statements from Fed members suggest that the prevailing position is to lower interest rates again in October, despite some members advocating caution due to uncertainty about inflation. From New York, Governor John Williams said he would be comfortable lowering interest rates again, considering that the downside risk to employment is dominant and may have slowed further, while the pressure of tariffs on prices is not as high…

Ucrania tierras raras

In the World 9th October 2025

China to restrict rare earth exports exclusively to purpose stated at the time of purchase

Alphavalue / Divacons | China will impose a US-style extraterritoriality system on its rare earth exports, restricting their use exclusively to the purpose stated at the time of purchase. Foreign products incorporating Chinese rare earths will also be subject to these controls (supplying international defence and semiconductor sectors) with penalties that would include supply limitations. With this decision, China is putting pressure on the face-to-face meeting it will hold with…

oil

In the World, World economy 6th October 2025

OPEC+ t increase oil production by 137,000 bpd from November onwards

Link Securities | The Organisation of Petroleum Exporting Countries (OPEC) and its allies, known as OPEC+, agreed to a modest increase in production, easing market fears of a larger rebound. On Sunday, the oil-producing alliance agreed to increase its production by 137,000 barrels per day (bpd) in November, matching October’s increase, with markets viewing the move as cautious amid persistent concerns about potential oversupply. OPEC+ described its latest move as…

US labor market

World economy 2nd October 2025

US Economy Sheds 32,000 Net Private Jobs in September

According to payroll processor ADP, the U.S. economy shed 32,000 net private jobs in September. This figure compares very negatively with the 50,000 new net jobs forecast by FactSet consensus analysts. Furthermore, ADP reported a downward revision to its August job creation figures; the data now points to a loss of 3,000 net private jobs, compared to the 54,000 net jobs initially reported. The surprising reversal of the projected growth…

dolar detalle columnas

In the World 30th September 2025

US PCE rises 0.3% in August compared to July, with year-on-year increase of 2.7%

Link Securities | The Department of Commerce reported that the personal consumption expenditure (PCE) index rose 0.3% in the US in August compared to July, a reading that was in line with the consensus of FactSet analysts. In August, goods prices rose 0.1% compared to the previous month (down 0.1% in July), while services prices rose 0.3% (up 0.3% in July). It should be noted that in August, food prices…

silicon valley

In the World 23rd September 2025

Trump imposes $100,000 fee on new visas to attract tech talent

Alphavalue/ Divacons | Donald Trump has introduced a £100,000 fee for new H-1B visa applications, which are the visas used by tech companies to recruit talent from countries such as India and China. The White House clarified that it will only apply to new applicants, not renewals, and that it will be a one-time payment, not an annual one. This dispelled doubts among companies. Even so, it is a measure…