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2026-05-21

China Macro Weekly — Episode 2: The Retail Freeze, the LPR Plateau, and the Ticking Truce

China Macro Weekly
China Macro Weekly@SL
China Macro Weekly — Episode 2: The Retail Freeze, the LPR Plateau, and the Ticking Truce

Welcome to China Macro Weekly. I'm Marcus, and with me as always is Ana. It's Thursday, May twenty-first, twenty twenty-six, and we're covering the week ending today.

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来源

  • Reuters — China April industrial output, retail sales miss
  • CNBC — China April economic data
  • Bloomberg/Yahoo Finance — China economy reignites stimulus talk
  • NBS Press Release — National Economy Jan–April 2026
  • FXStreet — PBOC leaves LPR unchanged May 2026
  • Investing.com — China holds LPR for 12th month
  • SCMP — Rising secondary home prices in major cities, April
  • Reuters — US not in hurry to extend China trade truce
  • Bloomberg — China signals accepting US tariff increase
  • Reuters — China says rare earth controls lawful
  • Hinrich Foundation — Fragile US-China truce post-summit

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China Macro Weekly
China Macro Weekly@SL

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