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外汇交易员· 2025-09-08 03:10
Trade Performance - China's August exports increased by 4.8% year-on-year in RMB terms, but imports only rose by 1.7% year-on-year [1] - In USD terms, China's August exports increased by 4.4% year-on-year, falling short of the expected 5.0% increase, while imports increased by 1.3% year-on-year, also below the anticipated 3.0% increase [1] - China's trade surplus in August was 732.68 billion RMB, compared to 601.9 billion RMB in July [1] - The trade surplus reached 102.33 billion USD, exceeding both the expected 99.2 billion USD and the previous value of 98.24 billion USD [1]
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外汇交易员· 2025-09-08 02:51
Policy Outlook - Moody's Analytics suggests it's premature to anticipate significant policy shifts in Japan following Prime Minister Ishiba Shigeru's decision to resign [1] - Analysts are likely to characterize moderates as cautious technocrats and conservatives as free-spending, perpetually reliant on the Bank of Japan to maintain a weak yen [1] - Even moderates favoring fiscal austerity must contend with voter discontent over inflation and the rise of right-wing populism [1] - Conservatives advocating for expanded budgets need to acknowledge that the economy requires more than just demand-side stimulus [1] - The notion that a prime minister from the conservative camp would prompt the Bank of Japan to maintain unchanged interest rates is an oversimplification [1] - Additional fiscal support could stimulate demand and price pressures, potentially supporting interest rate hikes [1] - The next leader will face a delicate balancing act [1]
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外汇交易员· 2025-09-08 02:06
Geopolitical Risk & Sino-Japanese Relations - China's Foreign Ministry sanctions Japanese Senator Ishii Taira (石平) for spreading misinformation on Taiwan, Diaoyu Islands, history, Xinjiang, Tibet, and Hong Kong issues [1] - The sanction is due to Ishii Taira's (石平) alleged violation of the spirit of the four Sino-Japanese political documents and the One China principle [1] - The sanction is also due to Ishii Taira's (石平) alleged interference in China's internal affairs and damage to China's sovereignty and territorial integrity [1] Sanctions & Restrictions - China will freeze Ishii Taira's (石平) assets (movable and immovable) and other types of property within China [1] - Chinese organizations and individuals are prohibited from engaging in transactions and cooperation with Ishii Taira (石平) [1] - Visa restrictions and entry bans (including Hong Kong and Macau) are imposed on Ishii Taira (石平) and his immediate family members [1]