The Chinese central bank floods markets with liquidity at the end of the quarter, accentuating monetary divergence with the Fed—and the risk of competitive devaluation of the yuan.
Jun 30, 2026 at 10:05 14 12
The DXY at a 13-month high increases pressure on the yen and the yuan. Asian emerging markets are suffering. An FX signal that reinforces the thesis of a prolonged strong dollar cycle under Warsh.
Jun 24, 2026 at 18:04 10 8
South Korea reactivates its tungsten deposits to reduce a dependence on China exceeding 65%. A discreet but structural signal in the global recomposition of critical supply chains—the metal of hard tools and munitions enters the geopolitical battle.
22 h ago 5 8
Beijing isn't just exporting electric cars and solar panels—it's exporting its disinflation. And Europe is absorbing the effects more than it admits.
Jul 2, 2026 at 16:36 9 13
On June 29, 2026, the People's Bank of China introduced for the first time an overnight reverse repo instrument while keeping the 7-day repo rate stable. Meanwhile, industrial profits surged by +18.8% in May. Two signals to decode within the logic of China's supply-side model.
Jun 29, 2026 at 09:03 9 10
Discreet job offers in US federal agencies reveal a strategic acceleration on critical minerals. 85% dependence on Chinese refining, NdPr prices at ~$65/kg-below the profitability threshold for US mines. Washington is preparing a non-market intervention.
Jun 25, 2026 at 09:45 9 9
Nvidia GPUs under embargo are trading at more than double their official price on China's gray markets-proof that Chinese AI demand far outstrips legal supply, and that sanctions create a scarcity market as much as they curb it.
Jun 24, 2026 at 10:00 10 8
