China’s economic activity slowed more than expected in August, adding to the likelihood that policymakers will roll out more stimulus to hit the official growth goal https://t.co/uEr6dqx5Ri ...

Economic Stimulus - Indonesia will add 16 trillion rupiah (approximately $1 billion USD, based on current exchange rates) in stimulus this year [1] Economic Growth - The stimulus aims to maintain growth in Southeast Asia's largest economy [1]

Group 1 - Asian markets have experienced a relief rally due to the absence of expected US tariffs, improving overall sentiment [1] - Onshore Chinese stocks performed well, with the CSI 300 Index rising by up to 1% as economic activity data indicated a slowdown, increasing the likelihood of more stimulus from policymakers [1] - South Korea's Kospi index reached a new record after the government decided not to lower the capital gains tax threshold for stock investors [1] Group 2 - The MSCI Asia gauge has increased by over 21% in 2025, outperforming the S&P 500 Index by approximately 10 percentage points [2] - Investor confidence in Asia's continued outperformance is bolstered by expectations of Federal Reserve easing, enhancing the appeal of emerging-market assets [2] - A global equities gauge is trading at record levels, supported by US inflation data that strengthens the case for the Fed to lower rates [2] Group 3 - Central banks in Asia are cutting interest rates more aggressively than anticipated, with more expected to follow in response to growth challenges posed by tariffs [3] - The rally in Asian markets is described as a "bullet train," driven by AI enthusiasm, liquidity, and momentum [3] - The record high in Asian markets signifies that liquidity and sentiment are dominant factors in the current market environment [3]

Economic Activity - China's economic activity slowed more than expected across the board [1] - Investment experienced a sharp slump [1] Policy Implications - Increased likelihood of policymakers rolling out more stimulus [1]

Market Trends & Economic Outlook - Bond market is performing well, while the outlook for equities is uncertain [1] - The Federal Reserve's policies are influencing the yield curve, with yields decreasing [1][2] - Concerns exist regarding the labor market data, leading to lower yields [2] - The economy is gradually slowing down, and inflation is gradually increasing, potentially influenced by tariffs [8] Labor Market Analysis - Initial jobless claims data may be overstated due to the Labor Day holiday, potentially showing an exaggerated deterioration in the labor market [4][5][6] - The labor market is described as "curious" due to a significant reduction in labor supply, indicating a still tight market despite some weakness [10] - Businesses are hesitant to hire due to uncertainty regarding tariffs, potentially freezing hiring processes [11] Inflation & Consumer Spending - CPI data shows a 5.9% monthly increase in airline fares, reflecting a K-shaped economy where some can afford higher costs while others cannot [3][7] - Motor vehicle repair costs increased by 2.4% month-over-month, contributing to inflation [7] Fiscal Policy & Stimulus - Tax cuts retroactive to January 1, 2025, are expected to provide a stimulus effect in early 2026 through increased tax refunds [13][14][15] - The average income tax refund is projected to be over $4,000 in 2026, with 70% of households receiving it, acting as a significant economic stimulus [15]

PDD’s revenue grew better than feared after China’s government ramped up stimulus to galvanize consumers and offset the economic fallout from US tariffs https://t.co/Z932LTGmmX ...

If China’s economy is to pick up again, hitting this year’s growth target of 5%, it will need more stimulus. The government has outlined measures to help https://t.co/HIpJuZkniM ...

Economic Slowdown - China's economy experienced its most significant slowdown of the year in July [1] Policy Response - The slowdown has increased expectations for Beijing to implement further stimulus measures this year [1] External Factors - The slowdown is partly attributed to the impact of Donald Trump's trade war [1]

Biweekly poll time:How much are you expecting your Elon Stimmy to be? ...

Sri Lanka’s central bank left its benchmark rate unchanged as policymakers gauge the progress of trade negotiations with the US before delivering additional stimulus https://t.co/Fl7GZcPSkt ...