
China’s resale prices register smallest monthly drop in eight months
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China’s central bank cut its principal lending rate to a fresh low in a bid to support softening economic activity. The move eases borrowing costs and signals a readiness for further accommodation, but it does not remove near-term risks tied to credit quality and property-sector fragility.

China curbs auto price war with ban on below‑cost car sales
Beijing’s market regulator issued final rules forbidding automakers from selling cars below a comprehensive measure of cost, aiming to halt prolonged discount battles that have eroded industry margins. The move broadens the cost definition to include manufacturing, administrative, financing and sales expenses, pressuring low-margin players and supporting profitability for larger manufacturers.
China’s central bank has limited firepower to halt a deflationary slide
Regulatory guidance that nudged some banks to trim US‑Treasury holdings shook currency and bond markets, underlining how fragile domestic demand and a constrained policy tool kit limit the People’s Bank of China’s ability to stop falling prices. Broader pressures — from managed FX policy, reserve‑management trade‑offs and episodic capital outflows tied to travel and global rate moves — mean Beijing can only buy time, not quickly restore durable inflation.
U.S. Retail Sales Stalled in December, Dampening Holiday Momentum
Retail spending showed no growth in December, undercutting expectations and signaling that household support for growth cooled as the year ended. Elevated living costs and employment anxieties appear to have curtailed the late-season pickup, leaving retailers with weaker-than-expected demand heading into 2026.

U.S. Homebuyers Should Expect Only Modest Relief as Policy Moves Clash with Larger Market Forces
Federal actions — including a Fed leadership signal toward easing and a presidential order for Fannie Mae and Freddie Mac to buy roughly $200 billion of mortgage bonds — may shave a few basis points from borrowing costs. But a prior round of easing, a Fed policy pause, the Treasury yield outlook and persistent housing supply shortages suggest any drop in mortgage rates will be modest and uneven.

US rollback on emissions authority collides with China’s first post‑pandemic CO2 dip
A recent US administrative move reduced the federal agency’s power to regulate major greenhouse‑gas sources, while independent analysis indicates China’s national CO2 output fell by about 0.3% last year—their first decline after the pandemic years. At the same time Beijing has ordered large industrial emitters to disclose audited greenhouse‑gas data by a late‑March deadline, a step that could strengthen the data backbone for expanding China’s carbon market and shape near‑term mitigation prospects.

China Tightens Cross‑Border Fund Rules After Surge in Mainland Demand
Chinese regulators moved to tighten the mutual recognition of funds program following an unexpected spike in mainland investor demand for Hong Kong‑domiciled products. The measures aim to reassert oversight of cross‑border sales, temper rapid capital flows and shift distribution toward more stringent suitability and operational controls.

Tesla’s China deliveries collapse 45% in January as Shanghai exports spike
Tesla’s deliveries in China fell sharply in January 2026, with local deliveries down 45% year-over-year and meeting levels not seen since late 2022. At the same time, Shanghai plant exports surged, suggesting the company is redirecting output abroad to offset faltering domestic demand.